Fisher Financial Strategies
Suite 1800
245 First Street
Cambridge, MA 02142
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.
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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.
Confidential Questionnaire
Please complete this questionnaire and send it to FFS by fax or e-mail at least five 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.
Investment Advisor Registration - Form ADV, Part II and Schedule F
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. Prospective clients do not need to fill out anything in this document; it is provided for your information.
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