Coromandel Wealth Strategies
About
Coromandel Wealth Strategies is a fee-based financial planning firm in Lexington serving clients in the Northeast and across the country. It provides comprehensive planning that covers retirement income, tax reduction for families and businesses, estate planning, insurance including Medicare, Social Security strategies and investments. As fiduciaries, its advisors are required to put clients’ interests first, and the firm stresses objective advice and transparency on fees.
The firm was founded by George Gagliardi, a Certified Financial Planner with an MBA, and its team includes a paraplanner and financial analyst along with investment professionals from Astoria Portfolio Advisors. For business owners it advises on tax reduction, business structure, employee benefits and business planning. Its website features the Maori koru symbol, representing growth and renewal, and a photo of Cathedral Cove on New Zealand’s Coromandel Peninsula, which shares the firm’s name.
What to Know
- Advisory services are offered through Astoria Portfolio Advisors LLC, a registered investment advisor.
- Its website shares retirement tax-savings material from Ed Slott’s Elite IRA Advisor Group.
- Relies on outside resources to supplement its in-house expertise.
- Member of the Lexington Chamber of Commerce.
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