Aron Levy

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

New York Life Insurance: David Wilson in Waltham, MA offers a range of insurance products and financial services to individuals and families. The company specializes in providing life insurance policies tailored to meet the unique needs and goals of each client. With a focus on customer service and financial planning, New York Life Insurance: David Wilson strives to help clients secure their financial future and protect their loved ones. Their experienced team works closely with clients to create personalized insurance solutions that align with their long-term objectives. Generated from their business information

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.