We are an independent financial planning firm that specializes in helping people in their 40s and 50s worry less about their money. We help them come up with solutions to achieve their goals such as r
''Mortgage financing with a personal touch.''
Independent financial firm that provides fee-based advice, from managing debt to evaluating portfolios in your 401k or any other account, using index funds to optimize your overall financial plan.
Wellesley Bank is a Premier Bank and Wealth Management Company that has been serving Wellesley, Newton, and the greater Boston area for over 100 years.
Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional