Retirement planning | Tax reduction strategies
Estate planning | Insurance and risk management
Coromandel Wealth Management is a fee-based financial planning firm located in Lexington, MA with clients in the Northeast and across the US. We are a full-service financial advisor with expertise in retirement planning, tax reduction strategies, estate planning, insurance, and retirement income planning. As a holder of the SEC Series 65 license and member in good standing of the Certified Financial Planner ® Board of Standards, we always put our client’s interests first and foremost.
Coromandel Wealth Management