Broker Check

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