Lee Ann Fatalo, CFP®
Financial Planner
Registered Representative

Welcome and thank you for visiting!

I am a CERTIFIED FINANCIAL PLANNERTM professional and a member of the Financial Planning Association.  I focus on assisting individuals, families and small business owners with their business and personal financial needs.  Through financial planning, I work with you to help achieve your personal and business financial goals; such as retirement, college funding, estate or divorce planning, and building or transitioning your business. My mission is to help individuals develop their lifetime financial objectives, evaluate their options, determine the appropriate strategies, and then achieve those objectives.
 

What's New!

 
 
 
 
Named a 2016
FIVE STAR Wealth ManagerTM
as seen in Boston Magazine
 
The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based on objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates and client assets administered.

 

Who We Are

Financial expertise and ability helps you get "from here to there."
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck