CarrThaxton Financial Group
(on bedford street)Financial and Investment Services in Lexington, MA
Financial and Investment Services
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 company’s 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; don’t face it alone!
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or need more information on our firm, please email or call us at 781-861-9700. Our goal is to help you.
