Schedule a Call | Boston Wealth Strategies

We Would Love to Hear from You!

Daniel M. Wagner, AIF^®, CRPS^®, CPFA^®

Senior Partner

Schedule with Dan

We Are Here to Help

Complete this form to set up a complimentary consultation with a team member.

Contact Us Form

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

Boston Wealth Strategies
250 First Avenue, Suite 102
Needham, MA 02494

Hours: Mon - Fri: 8:00 AM - 5:00 PM

P: 781.449.7000

F: 617.507.6025

E: [email protected]om

E: [email protected]

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Privacy

Form CRS: Client Relationship Summary

Schedule a Meeting

We Would Love to Hear from You!

Gregory J. Pinto, CFP^®, ChFC^®, CLU^®, MBA

Patrick J. Hinton, CFP^®, ChFC^®, CLU^®, AIF^®

Daniel M. Wagner, AIF^®, CRPS^®, CPFA^®

Jason Edinger, CFA^®

Coley O'Donnell, CFP^®, ChFC^®, CLU^®

Jack Heintzelman, CFP^®

Valerie McClendon

Caroline Knights, CFP^®

Grace Sun

We Are Here to Help

Contact Us Form

Boston Wealth Strategies
250 First Avenue, Suite 102
Needham, MA 02494

Hours: Mon - Fri: 8:00 AM - 5:00 PM

Follow Us

Schedule a Meeting

We Would Love to Hear from You!

Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Daniel M. Wagner, AIF®, CRPS®, CPFA®

Jason Edinger, CFA®

Coley O'Donnell, CFP®, ChFC®, CLU®

Jack Heintzelman, CFP®

Valerie McClendon

Caroline Knights, CFP®

Grace Sun

We Are Here to Help

Contact Us Form

Boston Wealth Strategies 250 First Avenue, Suite 102 Needham, MA 02494 Hours: Mon - Fri: 8:00 AM - 5:00 PM

Follow Us

Gregory J. Pinto, CFP^®, ChFC^®, CLU^®, MBA

Patrick J. Hinton, CFP^®, ChFC^®, CLU^®, AIF^®

Daniel M. Wagner, AIF^®, CRPS^®, CPFA^®

Jason Edinger, CFA^®

Coley O'Donnell, CFP^®, ChFC^®, CLU^®

Jack Heintzelman, CFP^®

Caroline Knights, CFP^®

Boston Wealth Strategies
250 First Avenue, Suite 102
Needham, MA 02494

Hours: Mon - Fri: 8:00 AM - 5:00 PM