Gregory J. Pinto, CFP^®

CLU, ChFC,

Senior Partner

Boston Wealth Strategies, Needham, MA

250 First Avenue, Suite 102
Needham, MA 02494

FINANCIAL ADVISOR'S WEBSITE

www.BostonWealth.com

(781) 778-2952 CONNECT WITH Gregory

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

A fee based approach that puts our fiduciary responsibility of working for our clients at the center of all that we do.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Boston Wealth Strategies

Brochures

Our Story

General

Gregory Pinto is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Boston Wealth Strategies, Needham, MA in Needham, MA and the surrounding communities.

Financial Advisor Overview

At Boston Wealth Strategies, we have taken the steps to cultivate a caring, skilled, and seasoned team of financial professionals to support your needs and help you pursue your dreams.

Financial Advisor Experience

We take a planning-based approach, first and foremost. With 30+ years of experience, we want to help you fit all the puzzle pieces together to produce your optimal financial picture. That’s why we start with a comprehensive plan before developing any wealth management recommendations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - MBA

Insurance Licenses

Life insurance: MA,NY
Health/disability insurance: MA,NY
Fixed annuities: MA
Variable annuities: FL,GA,MA,NY

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned Giving, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Special Needs