Linnard Financial Management & Planning Inc

About

Linnard Financial Management & Planning Inc, located in Boxborough, Massachusetts, is a fee-only financial planner and registered investment advisor. The firm offers comprehensive financial planning, focused retirement planning, investment management, and ongoing portfolio advice with an emphasis on risk-managed investing tailored to individual client needs. Founded in 2002 by David and Barbara Linnard, the firm maintains a fiduciary relationship with clients, ensuring unbiased financial advice without product sales or commission conflicts. Services include retirement planning, asset allocation strategies, and personalized investment advice, aiming to enhance clients' financial futures.

Service area

Serves the business city