Welcome to Stumm Financial Services


I am a third generation financial planner and insurance agent, with degrees from Dartmouth College (AB 1972) and Harvard Business School (MBA 1975). I have been offering objective financial counsel to individuals, institutions and businesses for over twenty years. Find out more about my services

 What’s Your Situation?

"Am I saving enough for my retirement?"
"Am I confident my assets are invested in the right places?"
"Have I planned my estate so that it will be distributed according to my wishes?"
"Am I doing enough to save for my children's education?"
"Am I paying too much in taxes?"
"How should I handle my employee stock options?"
"I'm seeing a change in my circumstances—I could use a new point of view."

If any of these questions have been bothering you, but you have not had time to deal with them, give me a call. As an experienced LPL Financial Planner, I can help you define your goals and manage your assets to work toward those goals. You will have confidence, knowing that you are managing your finances according to a comprehensive plan.

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Hans Stumm

10 Langley RoadSuite 301
Newton Center, MA 02459
Phone:
  • (617) 795-2905
Fax:
  • (617) 795-2901

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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