July 3, 2019. By Ashley Agnew: Kindly note that we will be following the market schedule in observance of the holiday and our office will be closed at 1:00pm on Wednesday, July 3rd and for the full day on Thursday July 4th. We will resume normal business hours on July...
July 2, 2019. By John Wolfsberg. On June 18th we had the pleasure of hosting representatives from The Children’s Room to learn more about living through loss. The Children’s Room is a grief center in Arlington, MA offering free services to children, teens, and...
June 20, 2019. By Ashley Agnew. As our work increasingly involves engaging with the next generation as they prepare for, enter, experience, and exit college, we have conducted extensive research into ways to help these young adults build sound financial habits. Our...
May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon us, the urge to tidy up is ever present. To assist in the process, we recently hosted a Secure Shred day on May 10th at the Centerpoint office. At the event, clients were able to properly dispose...
May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the...
April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
