Timothy Libby, Founder - Real Financial Strategies & Solutions

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

As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual

As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #0M09845