Welcome to the website of Freya Financial Services
Financial Services is located in Winchester, Massachusetts. We are a
fee-only firm that offers financial life planning and investment
management services. Our personalized holistic approach distinguishes us
from other financial service firms. Because each client is unique, we
work in partnership with the client to develop a plan that is meaningful
and purposeful to them.
Freya Financial Services abides by the
fiduciary standard set forth by the Certified Financial Planning Board
of Standard. They define fiduciary as “One who acts in utmost good
faith, in a manner he or she reasonably believes to be in the best
interest of the client”.
Philosophy of Freya Financial Services
affects every aspect of our lives. When we have an understanding of our
personal financial situations, we can control our destiny. Through the
life planning process we work with each client to help them realize what
is important in their life; what their aspirations are. Once they
envision their future, then we create a personalized plan that will help
bring it to fruition.
Thank you for visiting our website. We invite you to browse the website and contact us to see if our services are a fit for your financial needs. Our email is firstname.lastname@example.org or you can call at 781-756-9992.