Arbor Hill Financial, LLC

Arbor Hill Financial is a fee-only financial planning firm that wants to see you succeed. We don’t sell insurance or investment products and we don’t charge a percentage of your assets under management. We think that goes a long way in earning your trust and allows us to objectively work with you to analyze where you are today, help you establish your financial goals, and develop a comprehensive strategy to help you achieve those goals.

We specialize in helping clients that are within 20 years of retirement that aren’t sure if they are on track or maybe haven’t yet started saving for retirement.  We conduct most of our work virtually which keeps our costs low and offers you more efficient use of your time.  Of course, we are happy to meet in person if requested.  Our fee structure includes an initial planning fee and then a monthly subscription fee thereafter.

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Advisors at this Office

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This Office

22 Boucher Rd Lunenburg, MA 01462-1751 Phone: (978) 995-6219

Primary Office

22 Boucher Rd Lunenburg, MA 01462-1751 Phone: (978) 995-6219