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When You’re Feeling “Stuck”: Anatomy of a Breakthrough

When You’re Feeling “Stuck”: Anatomy of a Breakthrough

by Ashley Agnew | Oct 27, 2023

When You’re Feeling “Stuck” October 25, 2023. By Lori Patterson: Feeling chronically ‘stuck’? I recently listened to author Adam Alter discuss his book Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most where he mentioned the many...
401k Reminders: Roth, Traditional, and Contribution Limits

401k Reminders: Roth, Traditional, and Contribution Limits

by Ashley Agnew | Jun 7, 2021

401k Reminders: Roth, Traditional, Contribution Limits. June 7, 2021 The circumstances of the past year have resulted in many employees seeking new employment opportunities.  In tandem we have seen an increase in the amount of questions we have been receiving...

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Our strong commitment to individual service is at the very heart of what we do.

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Address

175 Highland Ave, Suite 302 Needham, MA 02494

(Main entrance and parking accessible via Charles St.)

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Contact

Phone: 781-400-1748
Fax: 781-400-1749
Toll-Free: 888-213-4010

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© 2022 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.