Atlantic Planning Group

Collaborative Wealth Advisors, led by Richard E. Boretti, CPA CFP, is a distinguished Certified Public Accountant practice situated in Westford, Massachusetts. The firm specializes in income tax accounting and business consulting services, offering personalized high-quality support to individuals, businesses, families, and fiduciaries. Emphasizing a philosophy of understanding and appreciating each client's financial objectives, Collaborative Wealth Advisors fosters long-term professional relationships built on trust, integrity, and value. Their services include a comprehensive array of resources, from tax rate overviews to specialized tax organizers for various needs. Generated from the website

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.

In the deleveraging era opportunities are still available, but the new scenario requires new portfolio tools to navigate these uncertain markets.Pioneer Investments- a Global Company with experts to guide you in all your investment needs for personal and business investments. Call for a consultation appointment with one of our investment analysts today.