AJ Lemarier | Financial Planner
Contact Information
o. 617-535-3070
c. 603-361-3760
AjLemarier@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
As a dedicated financial advisor, I am driven by an experience that highlighted the importance of planning for the future and safeguarding loved ones. During my father's battle with cancer at a young age, my family saw firsthand the impact of having a solid financial strategy in place. Despite his sudden loss of income, our family was able to maintain stability through the disability insurance policy my father had wisely chosen. This experience instilled in me a deep understanding of financial confidence that comes from having financial protection during challenging times.
My passion for helping people stems from recognizing the transformative difference a caring and knowledgeable advisor can make. I firmly believe in taking the time to truly understand everyone’s unique circumstances, and continually evaluating and adapting their financial plans as life evolves. While many financial institutions prioritize sales and transactions, I am committed to building long-term relationships centered on guidance, education, and unwavering support.
Choosing to partner with Commonwealth Financial Group was an easy decision for me. I was captivated by their refreshing approach to the industry. From day one, their core message has been centered on providing genuine assistance. CFG stands out in the financial landscape by dedicating itself to guiding, educating, and coaching clients in their best interests. I am proud to be part of a rapidly expanding team that shares the same mission: helping to secure the financial present and future of as many individuals as possible.
CFG offers a unique value proposition that sets them apart. Their infrastructure enables advisors to deliver a high level of service. Unlike the one-size-fits-all approach commonly seen in other firms, CFG has an entire team solely focused on analyzing each client's situation and creating customized plans that fit their specific needs. They believe in empowering individuals through tailored financial strategies, ensuring they receive the attention and care they deserve.
Outside of my professional pursuits, I am an active participant in my community. I contribute my time and efforts to organizations such as the Knights of Columbus and the Boy Scouts of America. Currently, I am working towards becoming certified to teach the Personal Finance merit badge within my former scout troop. It is my goal to impart valuable financial knowledge to young individuals, as financial literacy is often overlooked in mainstream education. When I'm not working, you can find me immersed in the great outdoors. I have a profound love for traveling and enjoy activities such as camping, hiking, skiing, and kayaking. My fiancé and I embrace the opportunity to participate in races hosted in various national parks, allowing us to appreciate the beauty of nature while challenging ourselves physically.
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