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Lessard Wealth Management
Financial Planner in Scottsdale AZ
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Address
7337 E Doubletree Ranch Rd Ste 195
Scottsdale, AZ
85258 -
Contact
tel (480) 463-4528
fax (480) 436-6592
klessard@lessardwealth.com -
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Online
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Map/Directions
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About
Katrina C. Lessard, Certified Financial Planner™ (CFP), is founder and President of Lessard Wealth Management. Lessard Wealth Management is a Scottsdale-based team of professionals dedicated to providing experienced guidance on all aspects of wealth plan management for a select group of families, individuals and business owners both locally and around the country. Katrina has been helping a select group of clients for nearly two decades. She has extensive experience in integrated financial planning including an emphasis on advanced estate planning techniques, charitable gifting strategies, investment tax planning strategies, and wealth management.
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I've been doing this for 20 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed