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  3. Investment Bank

SMB Financial Strategies

 
1666 Massachusetts Avenue Suite 2
Lexington, MA 02420
(781) 863-5800
investment bank
www.smbfinancialstrategies.com
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Today: 9:00 AM to 6:00 PM
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Welcome, I’m Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to provide my clients with the guidance and resources necessary to make strategic financial decisions and to simplify their finances. Whether you are saving for retirement, your child’s education, or looking to achieve financial security, you may be unsure of what to do next or whether you can do anything at all. That’s where I come in.
Mon 9:00 AM to 6:00 PM
Tue 9:00 AM to 6:00 PM
Wed 9:00 AM to 6:00 PM
Thu 9:00 AM to 6:00 PM
Fri 9:00 AM to 6:00 PM
Sat Closed
Sun Closed

Products and Services

Bonds
Common Stocks
Traditional, Roth, SIMPLE, and SEP IRAs
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Exchange Traded Funds (ETFs)
Real Estate Investment Trusts (REITs)
Comprehensive Financial Planning
Investment Advice
Tax Strategies
Asset Management
401(k) and 403(b) Planning
Disability Income Insurance
Life Insurance: Term, Whole and Variable Life Insurance
Long-Term-Care Insurance

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