George R. Gagliardi,  CFP<sup>&reg;</sup> - Financial Advisor

George R. Gagliardi, CFP®

MBA

Financial Advisor

Coromandel Wealth Management

15 Muzzey Street
Lexington, MA 02421
FINANCIAL ADVISOR'S WEBSITE
(781) 728-9001 CONNECT WITH George
  • linkedin link

General

George Gagliardi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coromandel Wealth Management in Lexington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor 444 Washington Street, Suite 407, Woburn, MA 01801 (781) 933-6100

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources