Our Services

Sechrist Financial Services

401 Andover Street, North Andover, MA 01845
www.sechristfinancial.com

Robert J. Sechrist, CFP®, CRPS®, MBA, CLTC
Tel: 866-529-2900    Fax: 978-975-8942
rsechrist@sechristfinancial.com

Individual Services

  • Financial Analysis
  • Asset Management
  • (Mutual Funds, CDs, Fixed Annuities, Variable Annuities, Stocks)
  • Retirement Planning
  • Education Funding
  • Insurance
  • (Life, Disability, Long-Term Care)
  • Charitable Giving
  • Estate Planning

Business Services

  • Qualified Retirement Plans:
  • (401k, 403b, Defined Benefit, Sep Ira, Simple Ira, etc.)
  • Business Succession Planning
  • Executive Benefits:
  • (Key-Man, Buy-Sell, etc.)
  • Employee Benefits

Registered Representative, Securities Offered Through Cambridge Investment Research, Inc. – Member FINRA/SIPC

Investment Advisor Representative, Sechrist Financial Services

Sechrist Financial Services is not affiliated with Cambridge Investment Research, Inc.