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Retire from work—not life

It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. Their partnership becomes even more important during periods of life transition—particularly retirement. That's because you may be retiring from work, but life after 65 opens up brand new possibilities and choices. Whether you are considering a unique business venture, going back to school or charitable pursuits, we would like to help you manage those choices by providing you with the financial guidance and resources you'll need to embrace your future with confidence.

Investment Insights


Manzella Financial Advisors

One Post Office Square
Boston, MA 02109
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Sandra L. Manzella, CFP® , CPM®
Senior Vice President – Wealth Management
Senior Portfolio Manager
Wealth Advisor
Richard M. Karoff
Client Service Associate
Kristina M. Folan
Assistant Vice President
Client Service Associate
Donna Zorman
Client Service Associate
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