Broker Check

BOSTON LIGHT FINANCIAL HAS MOVED!

Our new office contact information is:

Boston Light Financial
10 Cedar Street, Suite 11
Woburn, MA 01801-6365
Phone:  781.404.7004
Fax:  781.933.0389

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.

BOSTON LIGHT FINANCIAL

Why Boston Light Financial?

Established in 1716,  Boston Light is the oldest continuously operating lighthouse in

the United States.  It is located on Little Brewster Island in Boston Harbor.

The name Boston Light appealed to us because a lighthouse helps guide the

way during a journey. At Boston Light Financial, we help guide our clients

towards meeting their financial goals.

 

Make a plan to fund your future

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.

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Services for your business

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.

Learn more
ACCOUNT ACCESS ONLINE

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. 

CLICK HERE

Waddell & Reed is not affiliated with any other entities referenced.

RISKALYZE - GAUGING YOUR PORTFOLIO'S RISK

Helpful content

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

<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Questions? Let's connect

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