One Cranberry Hill, Suite 302
750 Marrett Road
Lexington, MA 02421
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Meehan Financial Services

Customized Solutions

Financial Peace of Mind

Our Value Proposition

We work with goal-oriented, affluent clients in or approaching retirement, who have multiple wealth management needs. We help clients through the phases of their financial lives from wealth accumulation to sustainable income and wealth transfer. We do this through our process of helping you identify what is most important to you and why, implementing customized solutions, and consistently monitoring your financial plans. Our team takes pride in our outstanding service and care by always going above and beyond our clients' expectations.

What sets us apart is that we care deeply about our clients and the trust they have placed in us. It is our privilege to help provide our clients with financial peace of mind.

Topics of Interest

A solid estate plan can help you attain your estate planning goals and objectives. Start building your estate plan here.

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Discover the many reasons it makes sense to purchase life insurance and how to determine your financial needs. Learn more about life insurance here.

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Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy best suited to you. Learn more here.

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