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    Centerpoint Advisors, Llc.

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    Description

    • Centerpoint Advisors provides a range of investment and wealth management services to individuals, families, small businesses, and non-profit institutions. Our primary focus is on wealth accumulation, asset management, and retirement planning. Our strong commitment to individual service is at the very heart of what we do.Jennifer Wolfsberg, John Wolfsberg, and Principal Emeritus Richard Greene collectively share over 70 years experience in nearly every aspect of the investment field. Along with their experience, they bring a solid team approach to Centerpoint Advisors.Centerpoint Advisors, LLC is an independent registered investment advisor directly registered with and regulated by the Securities and Exchange Commission. All accounts are custodied with Fidelity Institutional Wealth Services, member NYSE/SIPC.
    • location

      Headquarters:175 Highland Avenue Suite 302, Needham, Massachusetts, United States

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    • Centerpoint Advisors, Llc. phone

      Phone Number: +1 617-213-4000

    • Centerpoint Advisors, Llc. website

      Website: https://www.centerpointadvisors.net

    • Centerpoint Advisors, Llc. employees

      Employees:10

    • Centerpoint Advisors, Llc. revenue

      Revenue:$10 - 50M

    • Centerpoint Advisors, Llc. legal name

      Legal Name:Centerpoint Advisors, Llc.

    • Centerpoint Advisors, Llc.'s Social Media

      Centerpoint Advisors, Llc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523120  |

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    Person level website identification

    Principal And Director Of Financial Planning for Centerpoint Advisors, Llc.

    Olga Okaty

    Principal And Director Of Financial Planning

    Person level website visitor identification

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    View Employees

    Olga Okaty

    Principal And Director Of Financial Planning

    Ashley Agnew

    Director Of Relationship Development

    John Wolfsberg

    Principal And Director Of Fixed Income

    Mark Barry

    Co-Portfolio Manager

    Matthew Okaty

    Compliance Analyst And Project Manager

    Frequently Asked Questions regarding Centerpoint Advisors, Llc.

    • Where are Centerpoint Advisors, Llc.'s Headquarters?

      Centerpoint Advisors, Llc.'s Headquarters are in 175 Highland Avenue Suite 302,Needham,Massachusetts,United States

    • What is Centerpoint Advisors, Llc.'s phone number?

      Centerpoint Advisors, Llc.'s phone number is +1 617-213-4000

    • What is Centerpoint Advisors, Llc.'s official website?

      Centerpoint Advisors, Llc.'s official website is https://www.centerpointadvisors.net

    • What is Centerpoint Advisors, Llc.'s Revenue?

      Centerpoint Advisors, Llc.'s revenue is $10 - 50M

    • What is Centerpoint Advisors, Llc.'s NAICS code?

      Centerpoint Advisors, Llc.'s NAICS code is 523120

    • How many employees are working in Centerpoint Advisors, Llc.

      Centerpoint Advisors, Llc. has 10 employees

    • What is Centerpoint Advisors, Llc.'s Industry?

      Centerpoint Advisors, Llc. is in the industry of Investment Management

    • Who is Centerpoint Advisors, Llc.'s Principal And Director Of Financial Planning?

      Centerpoint Advisors, Llc.'s Principal And Director Of Financial Planning is Olga Okaty

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