We Would Love to Hear from You!

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

Senior Partner


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

Senior Partner


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Daniel M. Wagner, AIF®, CRPS®, CPFA®

Senior Partner


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Coley O'Donnell, CFP®, ChFC®, CLU®

Financial Planner


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Jack Heintzelman, CFP®

Financial Planner


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Valerie McClendon, QKA®

Financial Advisor


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Erik Fyrer, CRPC®

Financial Advisor


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Caroline Knights

Director of Financial Planning Services


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Grace Sun

Paraplanner


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BostonWealth_003
 

 

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]

E: [email protected]