New York Life Insurance: Asia Mosyak

Atlantic Planning Group, based in Waltham, MA, specializes in comprehensive wealth management for established businesses, multigenerational families, and high-net-worth individuals. With over 30 years of experience, the firm is dedicated to simplifying clients' financial lives while aligning their wealth with their goals and values. The firm emphasizes strategic planning through collaboration with clients and their trusted advisors to develop integrated financial strategies. Atlantic Planning Group aims to provide clarity, foster trust, and build lasting relationships, ensuring clients can navigate their financial journeys with confidence and peace of mind. Generated from the website

Aron Levy is a health insurance company located in Waltham MA dedicated to providing comprehensive health coverage and support to its clients. With a focus on customer service and tailored insurance plans they strive to meet the diverse needs of individuals and families. Their knowledgeable team is committed to making the insurance process straightforward and accessible for everyone. Generated from this place's 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