Elizabeth R.

We can’t recommend Pat and Jack highly enough! We began working with them several years ago when our children were in elementary school. We needed an advisor to help us navigate the complexities of financial planning—and our most important criterion was to have someone that we trust with our money. They have helped us with retirement planning, college saving, securing life insurance, drafting wills, and have guided us every step of the way with expertise, patience, and care.
Pat and Jack took the time to truly understand our goals and priorities, providing us with clear strategies and peace of mind for the future. We feel confident knowing that we’re on track financially, not just for retirement, but also for our kids’ education and long-term security.
If you’re looking for a financial advisor who combines professionalism with a personal touch, we wholeheartedly recommend Boston Wealth Strategies.

The statement was provided 1/29/25 by Elizabeth R. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.