Fifty and Over
Retirement income, tax planning, Medicare and Social Security strategies.
Coromandel Wealth Strategies
About Us
Coromandel Wealth Strategies 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 advisory firm with expertise in retirement planning, tax reduction strategies (family and business), estate planning, insurance, and retirement income planning. As fiduciaries, we always put our clients’ interests first and foremost.
