SP
CFP
SP
CFP

Susan Parigian

24 Years of Experience
Tewksbury, MA

Susan Parigian is a CFP-designated registered investment advisor at Geld Financial Advisors, INC., based in Tewksbury, MA, with 24 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 37 clients.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

500 Clark Road, Tewksbury, MA, 01938

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Susan is employed by Saba, Colman & Hunt, P.C., a certified public accounting firm, since 1994. Her principal duties are tax preparation, tax research, and accounting services, taking nearly full-time hours.

Employment History
Current Registrations
Geld Financial Advisors, INC.
September 2001 - Present · 24 yrs 8 mos
State Registrations2 states
MANH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Susan Parigian - Financial Advisor | TrueAdvisor