Your financial needs are unique and may extend beyond your personal well-being to that of your business, family and community. Your wealth presents unique opportunities and new challenges that require your attention. Like any successful endeavor, managing your wealth requires a well thought out plan that anticipates your needs and prepares you for the future.
Phone: (781) 522-0085
Cross Streets: Between Gate House Dr and Old County Rd
Closed now
- Thu 8:30 AM - 5:00 PM
950 Winter St Waltham, MA 02451 ·528.94 mi
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Reviews
yelpA real mensch. Extremely trustworthy. And out of the 6 wealth investment managers I interviewed, the sharpest about the market, taxes and best advice. Really concerned about understanding your...
MoreJonathan Karelitz was our financial advisor who sold us into a REIT without disclosing that we would NOT be able to get our money out when we wanted to, like other REITs or investments. He then...
MoreJonathan is a very friendly guy who is very knowledgeable and trustworthy. He takes the time to teach you if you have questions and gives great financial advice. He is willing to sit down with you...
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