Jeanette  Fierstein,  CFP<sup>&reg;</sup> - Financial Advisor

Jeanette Fierstein, CFP®

Principal

j. fierstein Financial Advisors

29 Water St, PO Box 138
Westborough, MA 01581
(508) 366-4900

General

Jeanette Fierstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at j. fierstein Financial Advisors in Westborough, MA and the surrounding communities.

Financial Advisor Overview

j. fierstein Financial Advisors is an independent, fee-based financial advisory firm that provides investment management services and fully integrated financial planning with emphasis on investment, retirement, estate planning, college funding, tax efficient strategies, cash management and risk assessment to individuals, families, and small businesses.             

> A broad range of services and non-discretionary investment accounts are provided to all age groups and levels of income. These may include: IRAs, Roth-IRAs, Rollover IRAs, 401(k) rollovers, 529 plans.

> Portfolio strategies are customized for each individual investor.

> Secure state of the art technology is used to provide you performance reports and investment analysis.

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Financial Advisor Experience

35 years Investing experience

21 years Financial Services experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Advisor

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer

Advisory services offered through j. fierstein Financial Advisors, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources