BOSTON LIGHT FINANCIAL HAS MOVED! | |
 | Our new office contact information is: |
Boston Light Financial | |
We look forward to continuing to serve your needs and work with you at our new location. As always, if you have any questions please give us a call. Stay safe. Stay healthy. | |
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
ACCOUNT ACCESS ONLINE
We offer a variety of useful places to access your accounts online, including the main Waddell & Reed website, eMoney, COMPASS, and NetxInvestor. 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.
Orchestrating Your Retirement Accounts
Donating Art: Taxation Abstraction
Tips for Finding Care for Your Disabled Child