East Coast Asset Management

Centerpoint Advisors LLC, located in Needham, MA, is a Registered Investment Advisor dedicated to providing comprehensive financial services including investment management, financial planning, and family office services. With a focus on maximizing client outcomes, the firm collaborates closely with clients and their tax professionals to navigate complex financial landscapes. Recently, Centerpoint has highlighted the Massachusetts Tax Relief Bill, which introduces significant changes to the state's tax system, aiming to benefit residents through reduced capital gains taxes, increased tax credits for families, and enhanced estate planning options. The firm emphasizes the importance of reviewing these strategies with tax professionals to ensure tailored applications for each client's unique financial situation. Generated from the website

Select services available at Fidelity Investor CentersWe have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:Paper check deposits with account number marked clearly on the checkNew account paper applications Completed paperwork Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.