Paul Lam, Financial Advisor located in Needham, MA

Financial Advisor
Paul W Lam

AAMS®
175 Highland Avenue, Needham, MA 02494opens in a new window
Referrals Only
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Fine Dining
  • Golfing
  • Podcasts
  • Reading

Team Members

  • Brandi Kasza
    Registered Branch Associate
  • Duane McDonald
    Registered Branch Associate
    ChFC®, RICP®
  • Maryann Bonanno
    Sr. Branch Office Administrator
  • Nicole Pereira
    Sr. Branch Office Administrator
  • Susan Fonseca
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(781) 431-9500

Fax

(888) 338-8272

Office Address

175 Highland Avenue
Needham, MA 02494opens in a new window

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