Tru North Financial Partners

The Varsa Group LLC, led by Financial Advisor Jeffrey D. Varsa, is committed to assisting individuals and families in identifying and achieving their financial goals through comprehensive planning and customized solutions. They offer services including estate, retirement, education, investment, and business planning while adapting to clients' changing circumstances and the evolving financial landscape. As a Registered Investment Advisor affiliated with Eagle Strategies LLC, the Varsa Group emphasizes an objective approach to financial management, particularly in tax reduction strategies and risk management. Their mission focuses on educating clients to enhance their understanding and provide a well-coordinated series of financial recommendations for sustained well-being across generations. Generated from the website

Koritz Wealth Strategies, LLC is a holistic wealth strategies firm based in Needham, MA, specializing in business, estate, philanthropy planning, and succession services. With over 20 years of experience, their objective-driven financial legacy solutions help clients identify and achieve their short and long-term financial goals, ensuring they take the right steps towards a secure future. As a relationship-centric firm, Koritz Wealth Strategies values getting to know their clients to align their wealth with what matters most to them. They utilize a holistic and collaborative approach, acting as the quarterback in the planning process, bringing together other advisors to best meet their clients' needs. Their commitment is to make a positive and ongoing difference in their clients' lives, measuring their success by their clients' success.Generated from the website

As your local New York Life financial professional, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience protecting lives. I can help you protect and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success. AR Ins Lic #15888646