Gersten, A D Agt

Gersten Financial & Insurance, located in Needham Heights, MA, specializes in delivering tailored insurance solutions aimed at preserving and protecting clients' wealth and legacy. With extensive expertise in life insurance, long-term care, disability income, and annuities, the firm partners with industry-leading carriers to address even the most complex cases. Recognized for their commitment to excellence, Gersten Financial & Insurance focuses on supporting wealth managers and advisors through innovative strategies and personalized service. Their Valued Partner Program provides agents with essential resources, marketing support, and back-office assistance to streamline processes and enhance client relationships. Generated from the website

Darrow Wealth Management is a fee-only registered investment advisor based in Needham Heights and Boston, MA, specializing in comprehensive wealth management and financial planning services. Founded in 1987, the firm focuses on assisting clients experiencing sudden wealth events, such as IPOs, inheritances, or business sales, ensuring that clients receive tailored strategies that align with their financial goals. With a team of experienced advisors, Darrow emphasizes a fiduciary commitment to act in the best interests of its clients without the conflicts of interest associated with commission-based models. The firm's holistic approach integrates ongoing investment management with proactive financial planning to adapt to clients' evolving needs and life stages. Generated from the website