PLAN FOR IT FINANCIAL, LLC
Firm details
- Headquarters
- SALEM, Massachusetts
- CRD number
- 326809
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Plan For It Financial, LLC is organized as a limited liability company and is owned by an individual. The firm's stated advisory activity is financial planning services rather than discretionary asset management. Its reported compensation model is service-based, using hourly charges and fixed fees. Regulatory-designation fields in the snapshot indicate the firm does not identify as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CHRISTOPHER LAZZARO
FounderCRD 2217556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALEM, MA
ESSEX
Location
SALEM, MA
Headquartered in SALEM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 17 Paradise Rd
- Time zone
- ET (UTC-5)
- Office locations
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