Waltham, MA Branch
Phone: 781-472-7800 | 800-225-9184 Fax: 781-472-7880
About Our Branch
Wells Fargo Advisors Boston West Market is led by Stacy Poli and consists of offices in Northampton, Springfield, Waltham, Wellesley, and Worcester Massachusetts. <br/><br/>Our Financial Advisors and Associates are committed to providing you with the high-quality service and advice you expect and deserve. <br/><br/>Our advisors listen to what is important to clients as their circumstances change, providing advice every step of the way. <br/><br/>Wells Fargo Advisors' Envision® process is a great way to start creating your own personal roadmap. Unlike other investment programs, an Envision Plan can help you uncover your goals, determine which are the most (and least) important, and track your progress in reaching them, giving you the flexibility to alter your plan to account for each unique circumstance.<br/><br/>In addition to helping you with your investment and retirement planning needs, we leverage the many resources we have with other Wells Fargo affiliates to help our clients build, manage, preserve and transition their wealth.<br/><br/>Investing personal time and resources in the community is an important expression of our branch culture and values. That's why we contribute and volunteer in the local community in a variety of ways throughout the year, both as a branch and individually. <br/><br/>Want to know more?<br/><br/>Please contact us. We are here to help you define and achieve your financial goals.
