- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
North Andover, MA 01845
Maureen Demers is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Maureen Demers, CFP® is a Fee-Only Financial Planner™ and NAPFA-Registered Financial Advisor serving the Merrimack Valley, including Methuen, North Andover, and Andover. Demers Financial Planning specializes in comprehensive planning for widows, divorcees and independent women.
Maureen Demers began working in the financial services industry in 1989. She began providing fee-only financial planning services to individuals, couples and businesses in 1996. As a Certified Financial Planner ™ practitioner, Maureen has met the high standards in education, experience, examination and ethics required by the CFP® Board. She is qualified to address the broad range of financial topics that should be included in your financial plan.
Maureen Demers is a NAPFA-Registered Financial Advisor®. NAPFA (National Association of Personal Financial Advisors) has the highest membership standards in the industry including peer review and 60 hours of continuing education every 2 years.
Maureen Demers is a Registered Investment Advisor in the state of Massachusetts. As a fee-only firm, Demers Financial Planning sells no products nor receives any commissions or referral fees from any non-client source, thus avoiding conflicts of interest.
As a member of ACA Planners, a national organization dedicated to the practice of holistic, fee-only planning, Demers Financial Planning promotes the benefits of having a plan that works for you.
Maureen Demers is a graduate of the Boston University Financial Planning Program, and holds a BA from Emmanuel College.