Access Financial Planning, LLC
Access Financial Planning, LLC (CRD# 291360) is a financial advisory firm headquartered in Newburyport, MA. They manage $2,890,946 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$722,737
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Access Financial Planning, LLC
1
Patricia Rosen (CRD# 1205029) is an Investment Advisor Representative working at Access Financial Planning, LLC in Newburyport, MA and has over 38 years of experience in the finance industry.
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