Strategic Financial Alliance LLC (SFA) is a financial services firm based in Canton, Massachusetts with clients located throughout the state. We have been advising our clients in the greater Boston area for over 30 years.
Our services
Strategic Financial Alliance's core services include:- Comprehensive financial planning
- Investment advisory & portfolio management
- Tax planning/compliance
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About us
SFA is an independent fee-only financial advisory firm. We are fiduciaries to our clients and provide unbiased financial advice. We are not salesmen pushing commission loaded products, rather we apply decades of financial and tax expertise to prepare and implement financial plans or investment or tax strategies which match each client’s unique goals and objectives. More importantly, we are available to provide continuing expert advice and guidance to our clients well after the original plan is created. Our focus is to establish long term relationships to ensure that all major financial events and decisions which occur in the course of their lifetime are addressed appropriately.
SFA works with a broad spectrum of clients including entrepreneurial business owners, parents with concerns about saving for college tuitions, retirees seeking to enjoy their retirement years without undue stress from financial uncertainty, people with major life changes like divorce, or job changes and hard working individuals who want to build wealth to enable a comfortable life.
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Get in touch
Do you believe that your financial life could be improved? Are you feeling stress because life is moving forward quickly and you have no solid financial direction, no structure to determine if you are accomplishing your goals? Or maybe you don’t even know what your goals are or should be. Now is the time to work with an experienced advisor. We invite you to call our office for a “no cost” consultation to see if you are on track for financial success.
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