Mary Koenig is a CFP-designated registered investment advisor at Harvard Square Financial Planning, based in Lexington, MA, with 26 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 28 clients.
Compensation
Firm Size
IM Fee
Location
Lexington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harvard Square Financial Planning
Previous Registrations
Tfc Financial Management INC
State Registrations1 state
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