Craig Ramsey Jr, Agent with New York Life

Aaron Samuel is a Financial Services Professional at NYLife Securities based in Waltham, MA. The company specializes in providing a range of financial services and products to individuals and businesses, tailored to meet their unique needs and goals. With a focus on financial planning, investment strategies, and insurance solutions, Aaron Samuel and NYLife Securities aim to help clients secure their financial future and achieve long-term stability and growth. Generated from their business information

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