Also known as sechrest financial services
Sechrest Financial Services is part of Sechrest & Bloom, LLC, a CPA and wealth management firm based in Acton, Massachusetts, registered here with a 2003 founding year. It combines accounting and wealth management for individuals and businesses. The accounting side covers tax planning and preparation, bookkeeping, outsourced controller services and choice of entity consulting, including for trusts and estates. Sechrest Financial Services provides financial planning and wealth management, with estate, charitable, elder care and special needs planning and asset protection. Reported assets are about USD 199 million.
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Sechrest Financial Services is a wealth manager based in Acton, United States, managing approximately $199M in assets.
Sechrest Financial Services is headquartered in Acton, United States.
Sechrest Financial Services manages approximately $199M in assets under management.
Sechrest Financial Services was founded in 2003.
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