Demers Financial Planning

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

800 Turnpike St Ste 300, North Andover, ...

Phone Number

(978) 494-4337

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Demers Financial Planning

Demers Financial Planning, led by Maureen Demers, is a fee-only financial planning firm located in North Andover, MA, specializing in holistic retirement planning. The firm offers expert guidance to help clients make informed decisions regarding their finances, focusing on income, expenses, taxes, healthcare, and social security. With a fiduciary commitment, Demers Financial Planning prioritizes the best interests of its clients, providing unbiased and comprehensive advice tailored to individual goals. The firm aims to help families navigate significant life transitions and achieve peace of mind through better financial planning.Explore more
Demers Financial Planning's Social MediaPopular SearchesDemers Financial PlanningDemers Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Demers Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Demers Financial Planning

<$5M
1-10
Private
-
2009
MD
Maureen DemersCertified Financial Planner
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2018
KR
Katie RessaOffice Administrator
<$5M
1-10
Private
-
1993
ML
Michael LunsfordChief Operating Officer & Owner
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
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Company Profile Activity

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Low Activity

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Activity Insights

Demers Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Demers Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Demers Financial Planning.

Demers Financial Planning Tech Stack

A closer look at the technologies used by Demers Financial Planning

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Frequently Asked Questions Regarding Demers Financial Planning

What is Demers Financial Planning's official website?
Demers Financial Planning's official website is www.demersfinancial.com
What is Demers Financial Planning's Revenue?
Demers Financial Planning's revenue is <$5 Million
What is Demers Financial Planning's SIC code?
Demers Financial Planning's SIC: 62,628
What is Demers Financial Planning's NAICS code?
Demers Financial Planning's NAICS: 52,523
How many employees does Demers Financial Planning have?
Demers Financial Planning has 1-10 employees
What industry does Demers Financial Planning belong to?
Demers Financial Planning is in the industry of: Finance, Securities Trading
What is Demers Financial Planning competition?
Demers Financial Planning top competitors include: Safe Landing Financial, Lunsford Financial Planning, Rand Financial Planning, Kiely Capital Management
What technology does Demers Financial Planning use?
Some of the popular technologies that Demers Financial Planning uses are: MailChimp, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Demers Financial Planning?
Demers Financial Planning contact info: Phone number: (978) 494-4337 Website: www.demersfinancial.com
What does Demers Financial Planning do?

Demers Financial Planning, led by Maureen Demers, is a fee-only financial planning firm located in North Andover, MA, specializing in holistic retirement planning. The firm offers expert guidance to help clients make informed decisions regarding their finances, focusing on income, expenses, taxes, healthcare, and social security. With a fiduciary c... ommitment, Demers Financial Planning prioritizes the best interests of its clients, providing unbiased and comprehensive advice tailored to individual goals. The firm aims to help families navigate significant life transitions and achieve peace of mind through better financial planning.Read More

What are Demers Financial Planning social media links?
Demers Financial Planning Linkedin page
Is Demers Financial Planning a public company?
Demers Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Demers Financial Planning

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