Rosemarie Bombara

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

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

Louis L. Murray, based in Waltham, MA, is an experienced financial professional and Registered Representative of NYLIFE Securities LLC, offering a range of insurance and financial products through New York Life Insurance Company. With a focus on helping clients achieve their long-term financial goals, Murray employs his expertise as a Certified Long-Term Care Counselor to guide families in navigating their financial needs. Murray emphasizes the importance of preparation and strategy in achieving financial security, whether for college funding, family protection, or retirement planning. His commitment to client service ensures individuals and families receive tailored solutions to meet their unique financial objectives. Generated from the website