Fisher Financial Strategies
245 First Street
Cambridge, MA 02142-1292
Although our mailing address is 245 First Street, please note that when you visit us, the public entrance to our building is located at One Athenaeum Street.
Please call or email us to schedule a no-obligation "Get Acquainted" meeting. This meeting will last approximately 30 minutes and will involve a discussion of your financial goals and how we can help you to attain them.
Below are the forms that you will need prior to a "Get Acquainted" meeting. Once your "Get Acquainted" meeting has been scheduled, please give us at least four business days' notice if you must cancel.
Please complete this questionnaire and send it to FFS by fax or e-mail at least four business days prior to our "Get Acquainted" meeting. This questionnaire is a "document rights-enabled" PDF form, which means that you can type your answers into a copy of the file and save it.
Form ADV Part II, including Schedule F, is filed with the states in which our firm is registered and is updated at least annually. This document provides information about Fisher Financial Strategies and includes a description of our services, background, and fees. This link takes you away from our site, to the SEC Advisor Search page; it is provided for your information. Follow the instructions to search for Fisher Financial Strategies, and look under "Part 2 - Brochures" to see our current Form ADV Part II.
Can't view the above documents? Get Adobe Reader:
If you'd like to receive more information or ask a question about our services, please fill out the form below and click the "Submit" button.