Greater Boston, MA

One Kelley Square #208 Worcester, MA 01610

MEET the Greater Boston TEAM

Adam Waitkevich,

CFP®, CDFA™, ADFA™, Certified QDRO Specialist™

Wealth Advisor

Joseph Waitkevich,

CDFA™, Certified QDRO Specialist™

Wealth Advisor

Ed Zywien

 

Wealth Advisor

Hiba Charara

 

Operations Manager

Contact Us

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

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