CW Financial Services

Koritz Wealth Strategies LLC, led by Hillary Price, is a financial advisory firm based in Needham Heights, MA, dedicated to helping clients achieve financial security and peace of mind for over 20 years. As a Registered Representative of NYLIFE Securities LLC and a Financial Adviser with Eagle Strategies LLC, Hillary Price offers a range of insurance and investment services primarily in several states, including California and Massachusetts. The firm is not owned or operated by NYLIFE Securities LLC or its affiliates and does not provide tax, legal, or accounting advice. Clients are encouraged to consult their own professionals for such matters, ensuring a comprehensive approach to their financial planning needs. Generated from the website

Beaumont Financial Partners is a trusted financial advisory firm located in Needham Heights, Massachusetts. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Offering a range of services, including investment management and retirement planning, Beaumont Financial Partners is dedicated to delivering expert guidance and strategies tailored to each client's unique needs.Generated from the website

Founded in 1977, Coles & Bodoin is a certified public accountant firm that has more than 30 employees and serves manufacturing and wholesale distribution industries, health care facilities and nonprofit organizations. The firm s services include accounting and bookkeeping, auditing, internal control audits, and review and compilation of financial statements. The tax services offered by the firm include business and personal income tax planning and return preparation, estate and financial planning, personal tax preparation, and state and gift tax preparation. Its services also include litigation support, and systems evaluations, design and implementation. Additionally, the company offers business plan development, management advisory, and real estate sales and acquisition services. Coles & Bodoin is located in Needham, Mass.