Form ADV Part 2 – Brochure
Form ADV Part 2 provides information about the qualifications and business practices of Harvard Square Financial Planning.
To download Form ADV Part 2 click here. To download Form ADV Part 2B click here.
Fee Schedule
Too see our fee schedule, click here.
Privacy Policy
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
To download our Privacy Notice click here.
Form ADV Part 2 provides information about the qualifications and business practices of Harvard Square Financial Planning.
To download Form ADV Part 2 click here. To download Form ADV Part 2B click here.
Fee Schedule
Too see our fee schedule, click here.
Privacy Policy
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
To download our Privacy Notice click here.