Sandra Gilpatrick, CFP , CDFA™, Wealth Consultant
Financial Advising
Hours:
101 Federal St, Boston MA 02110
Hours
Most Recent Comments
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July 2023
I would highly recommend Sandra and her expertise. She is incredibly knowledgeable but more than that she asks questions about my goals and really listens to my answers. I feel confident that she understands my financial goals and is a dedicated partner in helping me achieve them.
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May 2023
Better quality attention than I could have hoped for! Sandra truly cares about your money and your life. On top of that, she truly listens to you. She also takes the time to explain things and teach you. I feel lucky to have found her and highly recommend!!!
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February 2023
Sandra is friendly, knowledgable, communicative, and understanding. She breaks the process down so it’s easier to comprehend and encourages questions. Highly recommend!
More Comments(6)
From Sandra Gilpatrick, CFP , CDFA™, Wealth Consultant
Focused on the unique financial needs of women. I help GenX and Millennial professional women in Boston with their financial planning, investments and address their risks. The aim of my practice is to empower women to feel financially confident.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org)
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Boston, Massachusetts
