Aha! Financial

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160 Gould St Ste 310
Needham Heights, MA 02494
Don Gottfried is a seasoned financial advisor with over 15 years of experience in the wealth management sector. After building a distinguished track record as a financial advisor for The Bulfinch Group, he joined Profectus Financial Partners. Although he had a fulfilling career, Don’s inner calling compelled him to take the road not taken. Following a vision of empowering people through value-based wealth planning and management, he established his financial consultancy. Now, as founder and CEO of Aha! Financial, Don runs his company with a keen emphasis on conscious planning because life is not just about money. Freedom, fulfillment and love are human experiences people aspire to as they build their financial confidence.

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2.510 reviews
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Jason B.
2/22/2017

Constantly get harassing emails from Matt Swensen despite telling him I'm not interested and to stop contacting me. This has been going on for well over a year. Has made me avoid this branch and...

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