AJ Lemarier | Financial Planner

 

Contact Information
Mobile (call only).
603.361.3760 Office. 617.535.3070
AjLemarier@financialguide.com

280 Congress Street, Suite 1300
Boston, MA 02210

Schedule a Meeting with Me

As a dedicated financial advisor, I work to help hardworking business owners, families, and parents create a clear financial plan for the future and protect the people who matter most. My goal is to help clients build confidence in their financial decisions through personalized financial planning, retirement planning, investment management, and insurance strategies.

My passion for this work comes from personal experience. During my father’s battle with cancer, my family experienced firsthand the importance of having a thoughtful financial strategy and appropriate protection in place. Despite his sudden loss of income, our family was able to maintain stability because of the disability insurance protection he had chosen. That experience showed me the difference thoughtful financial planning can make during life’s most challenging moments and ultimately shaped the career I chose.

Today, I help clients create clarity and confidence through retirement planning, investment management, insurance analysis, and business owner financial planning. My approach considers the full financial picture, including income, benefits, investments, insurance coverage, goals, and future cash flow. This allows us to develop a personalized financial plan designed around each client’s needs, priorities, and long term goals.

When providing advisory services, I am committed to serving my clients as a fiduciary, putting their interests first and providing advice based on their individual circumstances and financial goals. I believe financial advice should go beyond transactions. I focus on building long term relationships centered on financial education, ongoing planning, and guidance as life and financial needs evolve.

Outside of work, community involvement is important to me. I volunteer with Easterseals in New Hampshire. My wife Gianna and I enjoy staying active outdoors, and you will often find me training for or running half marathons. We also enjoy traveling, hiking, skiing, and kayaking whenever we can.

I am proud to help individuals, families, and business owners feel more prepared and confident about their financial future through thoughtful, personalized financial planning and ongoing guidance.

 

 

Questions? Let’s Chat.

Feel free to reach out with any questions about our services or if you just want to send a personal note.

 
 
 
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