About Access Financial & Income Tax Services

I have been a New England-based financial planner for over twenty years.
‍

I am a leader in the space and aim to provide my clients with unmatched customer service and results-driven financial and tax strategy. I am a registered investment advisor who specializes in accounting and personal and corporate income tax preparation as well as a licensed producer by the MA Division of Insurance.

I founded Access Financial in 2005 with the goal of providing clients with a tailored, sophisticated, informed, long-term approach to personal and business wealth management. Through fiduciary oversight and economic expertise, I have built a boutique financial agency known for client loyalty and satisfaction, and proven results.