Boston Wealth Strategies

Categories

Financial Services

Hours:

Mon 8 AM-5 PM
Tues 8 AM-5 PM
Wed 8 AM-5 PM
Thurs 8 AM-5 PM
Fri 8 AM-5 PM
Sat - Closed
Sun - Closed

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About Us

We are focused on helping clients across generations. We look forward to providing future generations of clients with the support and guidance they need to make sound decisions.

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Boston Wealth Strategies Team

Rep/Contact Info

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Dan Berman
Client Service Associate
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Carolyn Denisi
Client Service Associate
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Jason Edinger
Chief Investment Officer
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Jack Heintzelman
Financial Planner
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Pat Hinton
Senior Partner
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John Killeen
Retirement Client Service Associate
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Caroline Knights
Director of Financial Planning Services
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Valerie McClendon
Financial Advisor
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Coley O'Donnell
Financial Planner
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Greg Pinto
Senior Partner
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Grace Sun
Paraplanner
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Dan Wagner
Senior Partner
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Azadeh Ward
Director of Client Services & Operations