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Text Content

10 Cedar Street, Suite 11, Woburn, MA 01801-6365

781.404.7004
TheTeam@BostonLightFinancial.com
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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.


 


ERRORS AND OMISSIONS INSURANCE

E&O insurance is specifically designed to protect you, or your company, from the
risk of a client’s dissatisfaction.
Learn More


THE PROS AND CONS OF AN NUA STRATEGY

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful
article.
Learn More


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. 

CLICK HERE


HELPFUL CONTENT

I offer a full library of resources to help boost your retirement planning and
financial knowledge.


CATCH-UP CONTRIBUTIONS

Workers 50+ may make contributions to their qualified retirement plans above the
limits imposed on younger workers.
Learn More


FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.
Learn More


WHAT IS MY CURRENT NET WORTH?

Use this calculator to estimate your net worth by adding up your assets and
subtracting your liabilities.
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.

These statements are testimonials by clients of the financial professional as of
04/09/2024. The clients have not been paid or received any other compensation
for making these statements. As a result, the clients do not receive any
material incentives or benefits for providing the testimonial.

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QUESTIONS? LET'S CONNECT

Name
Email
Address
Phone
Question
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CONTACT

Office: 781.404.7004

Fax: 781.933.0389

10 Cedar Street

Suite 11

Woburn, MA 01801-6365

TheTeam@BostonLightFinancial.com



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