WE ARE RETIREMENT & ESTATE PLANNING SPECIALISTS

Pessotti & Associates has been serving the citizens of New England for over 35 years. Our business has been largely built on word of mouth. Our hundreds of clients and tons of referrals make it easy to check us out! You may have already seen us at one of the many free financial education workshops we have held in the New England area throughout the years. If you need help understanding how best to achieve your retirement goals, we offer free, no obligation consultations. We are available via online meeting, email, or by phone – just visit our Contact page or click the button below to schedule a consultation.

DO IT TODAY!

time is money

An unexpected life event can override your vision for the future in a moment. Are you prepared? Sound financial planning can protect your retirement dreams, your family and your estate. Procrastination is a dangerous disease. If you never start, you’ll never get there. Your future is a serious matter-start today.

NOT SURE HOW TO GET THERE FROM HERE?

Retirement planning can be complex and overwhelming. Laws are constantly changing, and understanding all the ins and outs of estate planning and wealth management can be daunting. Pessotti & Associates is here to help. We welcome any questions you may have. In addition, our Blog and Resources pages feature helpful resources where you can learn more about the services we offer and also get to know us better.

THANK YOU TO OUR VETERANS & ACTIVE DUTY SERVICE MEMBERS!

We believe every day is an opportunity to recognize those who have sacrificed so much for our freedom. Freedom is not free. We are the home of the free only because we are the home of the brave.

WHAT ARE YOUR RETIREMENT GOALS?

Thank you for taking time to visit with us! We look forward to helping you with your very important financial matters.