Lechner Associates

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

380 Elm St Ste 3, North Attleboro, Massa...

Phone Number

(508) 695-6229

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Lechner Associates

Lechner Associates is an independent fee-only registered investment advisor based in North Attleborough, Massachusetts, specializing in comprehensive financial planning, investment advice, and asset management services. They pride themselves on providing personalized attention and tailored financial services without selling products or receiving commission-based compensation. Their offerings include retirement and estate planning, as well as insurance assessments, aimed at helping clients understand their financial situations and future needs. The firm invites potential clients to schedule a complimentary consultation to explore how they can assist in achieving financial goals.Explore more
Lechner Associates's Social MediaPopular SearchesLechner AssociatesLechner Victoria MLechner Realty LLCVictoria LechnerFinancial Advisor Help You?SIC Code 62,628NAICS Code 52,523Show more

Lechner Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lechner Associates

<$5M
1-10
Private
-
2008
$5.5M
1-10
Private
-
1980
JB
Julie BrayCertified Financial Planner & Professional
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Activity Insights

Lechner Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Lechner Associates Tech Stack

A closer look at the technologies used by Lechner Associates

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Frequently Asked Questions Regarding Lechner Associates

What is Lechner Associates's official website?
Lechner Associates's official website is www.vmlechner.com
What is Lechner Associates's Revenue?
Lechner Associates's revenue is <$5 Million
What is Lechner Associates's SIC code?
Lechner Associates's SIC: 62,628
What is Lechner Associates's NAICS code?
Lechner Associates's NAICS: 52,523
How many employees does Lechner Associates have?
Lechner Associates has 1-10 employees
What industry does Lechner Associates belong to?
Lechner Associates is in the industry of: Finance, Securities Trading
What is Lechner Associates competition?
Lechner Associates top competitors include: Selkirk Wealth Advisors, Charles Carroll Financial Partners, Constant Guidance Financial, Core Wealth Management
What technology does Lechner Associates use?
Some of the popular technologies that Lechner Associates uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Lechner Associates?
Lechner Associates contact info: Phone number: (508) 695-6229 Website: www.vmlechner.com
What does Lechner Associates do?

Lechner Associates is an independent fee-only registered investment advisor based in North Attleborough, Massachusetts, specializing in comprehensive financial planning, investment advice, and asset management services. They pride themselves on providing personalized attention and tailored financial services without selling products or receiving co... mmission-based compensation. Their offerings include retirement and estate planning, as well as insurance assessments, aimed at helping clients understand their financial situations and future needs. The firm invites potential clients to schedule a complimentary consultation to explore how they can assist in achieving financial goals.Read More

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

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