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Coromandel Wealth Strategies

Lexington Financial Advisor

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Financial Planners

Case Studies

Some of our Client Stories

Money and toy house

Sidestepping a massive capital gain tax bill

Continue Reading Sidestepping a massive capital gain tax bill

Retired couple getting financial help

Helping a retired couple get out from under a huge debt

Continue Reading Helping a retired couple get out from under a huge debt

house under construction

Reducing the tax bill of a successful small business owner

Continue Reading Reducing the tax bill of a successful small business owner

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Coromandel Wealth Strategies
13 Maple Street
P.O. Box 391
Lexington, MA
(781) 728-9001
info@coromandelwealth.com

Coromandel Wealth Strategies
Certified Financial Planner

Advisory services offered by Astoria Portfolio Advisors LLC, a Registered Investment Advisor.

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