Fisher Financial Strategies
Suite 1800
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 really located at Ten Athenaeum Street. The main entrance is marked prominently with the numbers "245."
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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 contact FFS at the e-mail address above to obtain the most recent version of our prospective client questionnaire, which must be completed and returned to us at least four business days prior to your "Get Acquainted" meeting.
Investment Advisor Information - Form ADV, Part II
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.
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If you'd like to receive more information or ask a question about our services, please e-mail us at the address above.