SMB Financial Strategies

SMB Financial Strategies is a financial planner in Burlington, Massachusetts. The firm works with individuals and couples at all career life stages, helping them develop clear plans toward short- and long-term financial goals, and it serves clients throughout the Greater Boston area and nationwide. Its work centers on a six-step planning process, and it offers discovery calls and a discovery questionnaire for prospective clients. The practice is led by founder Sarin A. Barsoumian, CFP, CRPC, who earned a Bachelor of Science in Business Administration from Boston University in 2005, began her career as a financial advisor with Ameriprise Financial, and went independent in 2009. The team is all-female and has helped hundreds of individuals, couples, and multiple generations of families. Liana Bekelian was promoted to Servicing Advisor, Catherine Valega joined as Director of Financial and Tax Planning, and Kimberly Rudge was added as a Client Service Associate.

The firm's approach emphasizes getting to know clients and tailoring its work to their needs, with open communication and collaboration as a cornerstone of its client service model. Clients are encouraged to take an active role in the planning process and to build on their own experience and judgment. Planning topics include retirement, family financial decisions, and tax strategies integrated into a broader financial plan.

The office sits on Garfield Circle in Burlington, near the intersection with Adams Street and the Middlesex Turnpike. Mass General Brigham Healthcare Center is about a tenth of a mile away, and Butterfield Pond is roughly two tenths of a mile from the office, with Willard's Brook and Vine Brook nearby.

SMB Financial Strategies holds a 5.00 rating from the customers who have reviewed it.