John Lian
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
100 North Pkwy Ste 201, Worcester, Massa...Phone Number
(508) 926-1451Website
www.johnlian.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About John Lian
Seven Hills Wealth Planning specializes in providing candid financial advice and proactive investment guidance to business owners, corporate executives, and affluent families. Their services are tailored to align with the unique goals and values of each client, particularly focusing on retirement strategies to preserve wealth and create income streams. The company is dedicated to fostering lasting relationships that span generations, prioritizing trust and collaboration in the financial journey. Their mission is to empower clients to elevate their financial vision through bespoke concierge wealth planning.Explore more
Popular SearchesJohn LianBroadridge Financial Solutions Incjohnlian.comSIC Code 62,628NAICS Code 52,523Show more
John Lian Org Chart
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Seven Hills Wealth Planning specializes in providing candid financial advice and proactive investment guidance to business owners, corporate executives, and affluent families. Their services are tailored to align with the unique goals and values of each client, particularly focusing on retirement strategies to preserve wealth and create income stre... Read More
