Aj Lemarier

Financial Planner at Commonwealth Financial Group

AJ Lemarier is a financial planner at Commonwealth Financial Group, starting in April 2023, where expertise is applied to assist business owners and families in confidently managing their finances for a planned future. AJ has held various roles, including business manager at Trinity High School from June 2021 to May 2023, business development manager at Commonwealth Financial Group from May 2022 to January 2023, and business administrator at Cardinal Lacroix Academy from July 2019 to August 2021. Previous experience includes serving as an intern at Sodexo and head event coordinator at Merrimack College, where event planning for students was a key responsibility. AJ also worked as an assistant manager at Vector Marketing and as a waterfront counselor at Griswold Scout Reservation. AJ holds a Bachelor's degree in Business Administration and Management with a focus on Finance and Economics from Merrimack College.

Location

Medford, United States

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Commonwealth Financial Group

Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.


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Employees

201-500

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