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FINANCIAL ADVISOR

Brian J Yurovich

CFP®
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Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • College Savings

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Personal Fitness
  • Sports Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Fax

(877) 726-4440

Branch Team

  • Donna Antonellis
    Sr. Branch Office Administrator

Office Address

442 Marrett Rd Suite 2
Lexington, MA 02421
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