Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Legault is a Financial Advisor and Certified Financial Planner with Financial Navigators Inc. Cynthia has over 20 years of experience in the financial services industry. Cynthia is registered as an Investment Advisor Representative in both Massachusetts and Maine. Cynthia specializes in providing financial planning, portfolio management, and consulting services to individuals and families. Cynthia is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Consulting/coaching/student loan advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of client's income
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MA
05/03/2005 - Present
Financial Navigators Inc. (LITTLETON MA)
IA
Issued 09/20/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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