Unclaimed
Jay Norman Abolofia is a financial advisor registered with the state of Massachusetts. Jay Norman Abolofia is currently employed by Lyon Financial Planning, LLC in Waltham, Massachusetts and has been with the firm since July 2019. Jay Norman Abolofia also works as an independent consultant with Economic Security Planning, Inc. Jay Norman Abolofia has a Certified Financial Planner designation.
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.
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.
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MA
10/02/2019 - Present
Lyon Financial Planning, LLC (Waltham MA)
Active
Inactive
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