Broker Check
BOSTON LIGHT FINANCIAL

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.

 

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
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.

Questions? Let's connect

Thank you!
Oops!