We are a family-owned financial planning firm that has been helping people in the Greater Boston area establish and maintain their long-term financial goals since 1971. At Bestgen Wealth Management, LLC, our primary focus is on protecting and preserving what matters most to you. At Bestgen, we understand what it means to have "skin in the game, " and we are committed to working on your team to achieve your goals.
Services
The people who work at Bestgen Wealth Management have the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease. Bill Bestgen began his career in the life insurance business right after graduating from Northeastern with a BA in economics in 1970.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Most clients will use the Investor360° button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
Take I-93 South to Exit 6 (Route 37 Braintree/Holbrook). Stay left off the exit and take a left at the light on to Route 37. Take a right at the second light on to Rockdale Street into Braintree Hill Office Park. We are located in building #35 on the right, two-thirds of the way up the hill. Visitor parking is to the right of the building entrance.
A well-crafted customized financial plan is the driver of your investment strategy. We are passionate about getting to know you and taking a sincere interest in your life. At its core, the first and most important part of developing a sound plan is getting to know you. A successful plan takes into consideration more than your investment accounts.
Reviews
Be the first to review Bestgen Wealth Management.
Write a Review
