Special Needs Financial Planning

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Founded in 1951, Bay Financial Associates is one of the oldest and largest financial services firms in the Northeast. It assists clients in the areas of financial planning, wealth management, and executive and employee benefits. Bay Financial Associates offers life, health, disability income and long-term care insurance plans. Its affiliates, Bay Financial Advisors and LPL Financial, provide financial advisory services related to cash management, education funding, tax strategies, and retirement and stock option planning. Bay Financial Associates maintains a location in Waltham, Mass.

Matt Macho, CFP, is a dedicated financial planner based in Waltham, MA, at Lincoln Investment. With a focus on personalized financial strategies, he helps clients navigate their financial goals with expertise and care. Whether you're planning for retirement, investing, or managing your wealth, Matt provides tailored solutions to meet your unique needs. Generated from this place's information