We Would Love to Hear from You!

Gregory-Pinto-Headshot

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

Senior Partner


Schedule with Greg

Patrick-Hinton-Headshot

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

Senior Partner


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Daniel-Wagner-Headshot

Daniel M. Wagner, AIF®, CRPS®, CPFA®

Senior Partner


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Coley-O'Donnell-Headshot

Coley O'Donnell, CFP®, ChFC®, CLU®

Financial Planner


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Jack-Heintzelman-Headshot

Jack Heintzelman, CFP®

Financial Advisor


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Caroline-Knights-Headshot

Valerie McClendon, QKA®

Retirement Plan Coordinator


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Caroline Knights

Director of Financial Planning Services


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Team Photo - 4/1/2022
 

 

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]