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https://www.bostonlightfinancial.com/
Submission: On April 23 via manual from US — Scanned from DE
Submission: On April 23 via manual from US — Scanned from DE
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Text Content
10 Cedar Street, Suite 11, Woburn, MA 01801-6365 781.404.7004 TheTeam@BostonLightFinancial.com Client Login Menu * Home * ABOUT * Our Team * Our Mission * Our Services * LPL By the Numbers * Employment Opportunities * Financial Professionals * RESOURCES * Products & Services * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tax Resources * CONTACT * ACCOUNT LOGIN * EVENTS * PICTURES * Office Events * Client Events Follow us on Facebook! 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. View All Resources QUESTIONS? LET'S CONNECT Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 781.404.7004 Fax: 781.933.0389 10 Cedar Street Suite 11 Woburn, MA 01801-6365 TheTeam@BostonLightFinancial.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Financial Form CRS www.lpl.com/crs Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC Any LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.