Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
201 Jones Road, Waltham, Massachusetts 02451
About the Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you.
At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.
Led by Hillary Koritz Price, our founder and principal, our firm offers expertise in business, estate, philanthropy planning, and succession services. Hillary is a seasoned professional who will work with you to identify your financial needs and determine the best financial and insurance products to meet them. As a member of The Nautilus Group®, a service of New York Life Insurance Company, she provides access to an array of consultative services designed to address complex estate, business, and retirement strategies.
Hillary's dedication to excellence is reflected in her accolades, including recognition as one of Forbes’ best-in-state financial security professionals in 2022 and 2023. She is an active member of several prestigious organizations, including the Boston Estate Planning Council and the National Association of Insurance and Financial Advisors (NAIFA).
Beyond her professional achievements, Hillary is deeply committed to her community, serving as a Trustee for Hebrew Senior Life, a role she embraced following her father's passing.
Our office is ready to help you navigate the complexities of wealth management with confidence. Reach out to us at (781) 400-5723 or via email at [email protected] to start your journey towards financial security today. Let us help you achieve success, because at Koritz Wealth Strategies, your success is our success.
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201 Jones Road, Waltham, Massachusetts 02451, United States
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