Strategic Insurance

Leisman Insurance Agency Inc. is an independent insurance agency located in Waltham, MA, specializing in estate and business planning for high-net-worth families and individuals. The agency is committed to providing tailored insurance solutions while ensuring clients receive professional guidance on tax, legal, and accounting matters from their own advisors. Jennifer Leisman Dessert, a licensed agent with extensive experience, represents the agency and offers insurance products through New York Life Insurance Company, as well as various other independent insurance companies across several states. Leisman Insurance Agency Inc. operates independently and is not owned or affiliated with New York Life Insurance Company or its affiliates. Generated from the website

Koritz Wealth Strategies LLC, located in Waltham, MA, specializes in providing insurance and financial advisory services, with a focus on helping clients achieve financial security and peace of mind. The firm is led by Hillary Price, a licensed agent with over 20 years of experience in the industry, and serves clients across several states, including California and Massachusetts. As a Registered Representative of NYLIFE Securities LLC and a Financial Adviser with Eagle Strategies LLC, Hillary Price offers a range of investment and insurance products while emphasizing compliance with state regulations. Koritz Wealth Strategies LLC is recognized for its commitment to excellence, highlighted by Hillary's involvement with The Million Dollar Round Table, a prestigious association for financial professionals. Generated from the website

REAL Financial Strategies Solutions LLC, based in Waltham, MA, specializes in holistic financial planning and wealth management since 2008. Their approach focuses on creating personalized strategies that address individual financial challenges and optimize clients' financial well-being. Committed to building relationships founded on integrity and respect, the firm targets key areas of financial life, including retirement planning, education funding, wealth building, and legacy planning. Their dedicated team of experts emphasizes understanding clients' unique goals and visions to deliver effective and innovative financial solutions. Generated from the website