Advisor at Geld Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Geld Financial Advisors, Inc.
Location
Tewksbury, MA 01938
Credentials
CFP®
Industry experience
24 years
Susan Parigian is a CFP® with 24 years of experience and is affiliated with Geld Financial Advisors, Inc. She has worked at Saba, Colman & Hunt, P.C., a certified public accounting firm, since 1994, where her principal duties include tax preparation, tax research, and accounting services. Geld Financial Advisors, Inc. primarily serves high-net-worth individuals by facilitating referrals to independent registered investment advisers and custodians for portfolio management. The firm does not manage client assets or provide direct advisory services but focuses on assessing client needs and coordinating introductions.
Account minimum: No minimum specified by Geld Financial Advisors, Inc.; however, the referred adviser, Davis Executive Wealth Management Group, has recently placed a minimum client size at their discretion (exact amount not stated).
500 Clark Road
Tewksbury, MA 01938
Massachusetts · New Hampshire
Saba, Colman & Hunt, P.C.
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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