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Image courtesy of CFP Board of Standards
Image courtesy of CFP Board of Standards

 

 
 

 

Let's Talk

Office Location

49 Broad St
Walpole, MA 02081

Contact Info

P | 617-415-4664 
E | hello@leewayplanning.com

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Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com

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Leeway Planning and the above firms are independent and non-affiliated.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

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