Maureen Demers (CFP®, EA)

Maureen Demers focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Demers Financial Planning offers peace of mind through sound financial planning advice regarding investments, insurance, pensions, retirement, estate planning and general financial matters.   My mission is to be a trusted advisor,  helping people make smart choices about their money so they can have the kind of life they want to live.

Additional Information

Maureen Demers is a North Andover, MA fee-only financial planner. Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maureen Demers is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Schedule Now

 

 

 

NAPFA Start Date

September 01, 1997

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

800 Turnpike St Ste 300 North Andover, MA 01845-6156 Phone: (978) 494-4337