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10 Cedar Street, Suite 11, Woburn, MA 01801-6365

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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.

 

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
Learn More

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.

"This recent incident brings to mind the many instances over the years in which you responded, quickly and efficiently, to my calls for help. I have turned to you numerous times over the past 36 years, since 1988, when you sold me my first tax deferred annuity. Your quick and welcomed responses to my many calls for help have been reassuring to me, giving me peace of mind. It has been my good fortune to rely on you, Steve, and your company, Boston Light Financial, for information, advice and action."

- Stuart H.

“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.

These statements are testimonials by clients of the financial professional as of 04/09/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

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