Welcome to the Esposito Financial Group. We are an independent financial firm that partners with you, the client, to develop a manageable course of action based on your values, comfort level, current situation, and timeline.
We will find investments that fit with your own particular financial goals and lifestyle. If you are not sure about a particular investment, we will discuss with you why we think it is appropriate for you. We think you will agree that our practice serves each client individually and that our practice is anything but impersonal.
We provide services in the following areas:
- Retirement Planning
- Needs for Individual Clients
- Business Planning
If you are a current client of the Esposito Financial Group, you will find links in this website to access your account, get up-to-date information about the stock markets, view useful resources that will empower you to be a more knowledgeable investor, and to contact us for appointments and directions to our Georgetown and Waltham offices.