Teo  Ferreira,  CFP<sup>&reg;</sup> - Financial Advisor

Teo Ferreira, CFP®

Client Counselor

Wingate Wealth Advisors

450 Bedford St
Lexington, MA 02420
(781) 862-7100

General

Teo Ferreira is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wingate Wealth Advisors in Lexington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes

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