Sachetta,LLC
About
Sachetta is a full-service wealth and tax advisory firm in Lynnfield that serves individuals, families and businesses. Its services cover financial planning, portfolio management, insurance, and tax planning and preparation, offered together in what the firm calls a comfortable, holistic approach to financial services. The team includes partner advisors and financial advisors who also serve as tax specialists, many of them CPAs and Certified Financial Planners.
The firm has recently partnered with Allworth Financial, founded more than 30 years ago by Californians Scott Hanson and Pat McClain. Allworth brings together investment management, tax planning, legacy planning and insurance guidance under one roof. Sachetta’s team remains in the same Lynnfield office and continues to support its existing clients through the partnership. Clients can access their accounts and securely upload documents online.
What to Know
- Advisors’ credentials also include ChFC, AEP, TPCP and MST designations.
- Eric Sachetta is among the firm’s partner advisors.
- The firm’s staff now use Allworth Financial email addresses.
- It belongs to the Everett Chamber of Commerce and MarketStreet Lynnfield’s directory.
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