Steve Faberman & Al Filosa
300 5th Avenue, 3rd Floor
Waltham, MA 02451
781.373.4450
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Our Clients

Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:

  • Did I save enough for retirement?
  • Did I invest my assets in the appropriate places?
  • Which assets should I use first?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • How can I protect my beneficiaries and maximize tax strategies?
  • Do I have enough life insurance for my family?

We specialize in creating an approach that is designed to address your individual situation. If this makes sense to you, give us the opportunity to have a confidential discussion about your goals.