Profile
ANDREW R LEFEBVRE
ListedEA and Wealth Manager Focused on Tax-First Planning
About
About
Andrew R. Lefebvre is listed with VL Wealth in Salem, NH, where the firm presents a tax-first financial planning approach for clients seeking tax help alongside ongoing planning.
The firm describes its work around retirement planning, investment, estate, insurance, tax, money, and lifestyle resources, with an emphasis on understanding each client’s financial…
Andrew R. Lefebvre is listed with VL Wealth in Salem, NH, where the firm presents a tax-first financial planning approach for clients seeking tax help alongside ongoing planning. Public firm materials identify him as an EA, Partner, and Wealth Manager, and the profile facts list tax preparation and tax planning as relevant specialties.
The firm describes its work around retirement planning, investment, estate, insurance, tax, money, and lifestyle resources, with an emphasis on understanding each client’s financial situation before shaping a strategy. The profile also notes in-person service and that new tax clients are being accepted when they are also looking for ongoing financial planning.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax services | In-person | ||
Tax focus
Tax focus
Service areas
Service areas
Active taxpros in Salem, NH
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