Describing remarkable people isn’t always easy, but we think Heroes Among Us captures it perfectly! Last week, our Chief of Staff, Amy Fradkin, was honored by the Boston Celtics for her profound contributions to cancer research. Though she avoids the spotlight, Amy’s unwavering passion for making a difference shines through in everything she does. Congratulations, Amy!
SFP Wealth
金融服务
Wellesley，MA 2,155 位关注者
Providing a holistic financial experience focused on your goals and ambitions.
关于我们
SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things you value most. We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness. Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success. Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500. CRN202612-5396892 Licenses: https://www.sfpwealth.com/licenses-page
- 网站
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https://www.sfpwealth.com/
SFP Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Wellesley，MA
- 类型
- 合营企业
- 创立
- 2005
- 领域
- Certified Financial Planner (CFP?)、Chartered Life Underwriter (CLU?)、Accredited Investment Fiduciary (AIF?)、Chartered Retirement Planning Counselor (CRPC?)、Chartered Retirement Plans Specialist (CRPS?)和Chartered Plan Fiduciary Advisor (CPFA?)
地点
SFP Wealth员工
动态
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Community Servings prepares 20,000+ meals each week for individuals and families battling critical illness. Last Friday, we had the privilege of volunteering in their kitchen and seeing the incredible scale of their impact. Learn more about their work here: https://lnkd.in/eFtnKXCr
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Today, we celebrate the heart of SFP Wealth - our amazing team! Your dedication to clients, unique talents, philanthropic efforts, and pursuit of personal goals continues to inspire. It's the people that make our team truly special. Thank you for all that you do! #EmployeeAppreciationDay #TeamAppreciation
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Recent AI-driven scams are making global headlines, and they’re more convincing than ever. As financial advisors, we know that safeguarding your information is key to helping protect your financial well-being. Stay ahead of potential threats by identifying common scams and understanding how you can secure your data to protect yourself!
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If you're enrolled in your employer’s Group Long-Term Disability (GLTD) insurance, it’s worth reviewing your policy to understand what’s covered. These plans often replace only a portion of your salary and may have limits on how long benefits last. It’s easy to overlook until you need it, but taking a few minutes now can help you avoid surprises later.
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Abraham Lincoln famously said, “Give me six hours to chop down a tree, and I will spend the first four sharpening the axe.” Just as preparation is key to success, effective financial planning can help set you up for the future. By tailoring financial tools to your unique goals, you’ll be ready to tackle what lies ahead.
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Please join us in welcoming Jacob Coffey as our newest Financial Associate! A familiar face to many from his time at Baystate Financial, we’re thrilled to have him officially join the SFP Wealth team. Welcome, Jacob!
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An amazing day at TD Garden, playing in support of children and families in need! Every team that participated raised funds for the Baystate Financial Charitable Foundation. Grateful for the opportunity to have two teams on the court, uniting for such an important cause!
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We’re #hiring! For questions, contact our Chief of Staff Amy Fradkin.
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Way to go, Ryan Curley, CPFA? and Jeff West, CPFA?! It's an honor to support an organization creating meaningful impact for active-duty, veterans, and their families.
This past weekend, the Boston Bruins Alumni and 401(k)aters took to the ice to honor the memory of Chief Naval Special Warfare Operator Michael T. Ernst (SEAL). Ryan Croley and Mike Fleetwood from WFLF also took to the ice as guest skaters on the Bruins Alumni team. Mike, a Cohasset native, tragically passed away in a parachuting training accident in 2023. Mike, a highly decorated Navy SEAL, and Silver Star recipient had a lifelong passion for hockey. From his days playing at Thayer Academy in Braintree, MA, to his years on the ice with the Warrior for Life Fund program in Virginia Beach, Mike exemplified commitment, courage, and camaraderie. ??? Proceeds from ticket sales benefited the Warrior for Life Fund, dedicated to supporting active duty service members, veterans, and their families through sport, fellowship, and mental health programs. ?? Thanks to Craig Michaud for his talents in capturing the game.
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