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10 Cedar Street Suite 11 Woburn, MA 01801-6365

781.404.7004
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BOSTON LIGHT FINANCIAL
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Why Boston Light Financial?

Our namesake Boston Light was established in 1716. It is one of the oldest continuously operating lighthouses in the United States.

Like Boston Light, Boston Light Financial is here to be a guiding light to our clients and their families during their lifelong financial journey.

 

At Boston Light Financial, we know that the right financial advice can help prepare you for whatever life brings. Our advisors offer personalized services and tailored guidance through our approach of keeping your interests, objectives and tolerances in mind. We work with you through each step of the process.  Our goal is to empower you to improve your financial well-being, enabling you to pursue the experiences that matter most. We can help you set and Manage your lifelong financial goals through customized strategies that reflect who you are, what you value, and what gives you the strongest financial freedom.

 

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
ACCOUNT ACCESS ONLINE

ACCOUNT ACCESS ONLINE

We offer a variety of useful places to access your accounts online. Each one has their own unique and beneficial features that are valuable to utilize in order to track your progress towards your financial goals.

To learn more about these websites, follow the link below. 

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
Learn More
What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn More
Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More
View All Resources

Testimonials

"Having started with Waddell & Reed in the early 1990's and now Boston Light Financial since their start, I can honestly say that Sheryl Wein, Donna Denoncourt and the rest of Boston Light Financial group are a team of dedicated financial specialists. At Boston Light Financial, you are not an account number. You are a member of a team/family where your individual needs (both long & short term) are assessed and a specialized plan is established for you. It is not a “one-size-fits-all” plan but a plan that is tailored to you and your individual life circumstances, needs, and goals. Additionally, Boston Light Financial Team monitors that plan with you and recommends adjustments as your life situation changes with time. I know that whenever I have a question or concern, Sheryl, Donna and the rest of the Boston Light Financial Team are only a phone call or email away plus they always respond quickly, in a constantly friendly manner and with clear, insightful and accurate information. " - Judy R.

“The team at Boston Light Financial have guided my family for the last twenty years starting with our small business 401K and into our retirement planning. The value they add year after year: strategies, rebalancing, creative ideas, on-line tools, and help minimizing tax liability. They take away financial worry and let us relax and enjoy life.” - Marianne E.

"I have used their services for a long time now! They are efficient, trustworthy, and knowledgeable. I highly recommend this establishment!"  -  Martha D.

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