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CarrThaxton Financial Group
420 Bedford Street
Suite 330

Lexington, MA 02420

781-861-9700

Description

Scott Edward Thaxton, JD, CRPC® and Greg Pennini, CFS, have spent more than three decades providing comprehensive wealth management service to individuals and corporate clients.

Investors today recognize there is much more involved in the financial planning process than just a return on your money. At CarrThaxton Financial Group, we are client-focused, honest and dedicated to our clients.

Our principal focus is client service and providing straightforward, unbiased financial advice. While some advisors push their companys own investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals.

Whether you are interested in investment advice, planning for retirement, life insurance, estate planning, or if you have a 401(k) to roll over, Scott and Greg are ready to help. The financial world can be intimidating; dont face it alone!

We encourage you to explore our site and learn more about the service

General Information

Services

Retirement Planning , Wealth Management , College Planning , Insurance Services , Estate Planning , Charitable Giving

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