Broker Check

Our Office is Now Open by Appointment


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

Please contact your Advisor to schedule an appointment.

As always, if you have any questions please give us a call?

We look forward to seeing you. 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>Retirement Plan Choices for Small Businesses</p>

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
Learn More
<p>What If You Get Audited?</p>

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
<p>When Heirs are Imperfect</p>

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn More

Questions? Let's connect

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