Statera Financial

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  (March 29, 2019, 11:23 am)

  Dave provides great advice and products to help us meet our goals.

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  (August 2, 2018, 3:45 pm)

  I have been working with Dave Moses for a few years now. He is personable and knows his stuff. He has been so helpful to my family in planning for our futures and I love that he can help with life insurance, 529s, financial planning.

Home - Statera Financial Planning

Statera Financial 713 East Street, Walpole, MA 02081 Office: (774) 504-2863. Services are offered through Statera Financial, LLC, a Registered Investment Advisor in the State of Massachusetts. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark ...

Investment Management Serv. | Statera Financial Planners AB

Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business. Our mission is to provide you with the information available to allow you to make informed decisions about your life and your money. With a financial planning focus that creates a holistic understanding ...

Statera Financial Review 2022 | investor.com

Statera Financial, registered in 2019, serves 2 state(s) with a licensed staff of 3 advisors. Statera Financial manages $18.0 million and provides investment advisory services for 177 clients (1:59 advisor/client ratio).

Statera Wealth | Financial Planning

We help to protect, maximize, and grow your wealth so you can live without the fear of outlasting your money. The foundation of a strong Financial Plan is far more than having a diversified portfolio within your risk tolerance. It's about making difficult decisions that continue to occur throughout your life in ALL areas of your financial world.

Statera Capital | Statera Capital

Statera Capital is a leading commercial litigation funding source with flexible investment minimums. With a responsive, client-centric approach, the firm provides non-recourse funding for law firms and their institutional clients. Whereas most U.S. commercial funders won't consider investments less than $3 million, Statera Capital invests in ...

Statera Financial, LLC | Wealthminder

Statera Financial, LLC Statera Financial, LLC (CRD# 304957) is a financial advisory firm headquartered in Walpole, MA. They manage $18,000,000 in 180 accounts and serve the financial needs of clients across 2 states (or territories).

Statera Financial LLC | Financial & Investment Services - Tri-Town ...

Statera Financial LLC. Categories. Financial & Investment Services. 713 East Street Walpole MA 02081 (781) 540-1733 (774) 206-3162; www.staterafinancial.com; Hours: 8:00 - 5:00pm. Driving Directions: 1/2 mile north on East St (Rt 27) from Walpole Center. About Us.

Statera Asset Management - Aspirations in Balance

Developing a realistic range of long-term financial goals and devising a rational investment plan that seeks to achieve them. Recognizing and managing through the financial and emotional barriers that can limit our progress toward those goals. Serving as a trusted partner, providing a voice of calm when market storms arise and a voice of reason ...

Statera Financial - Walpole MA Chamber of Commerce

Medicare Planning 713 East Street Walpole, MA 02081 781-540-1733 https://www.staterafinancial.com/ Member Name: Dave Moses

Statera Financial Planners | LinkedIn

Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business. Our mission is to provide you with the information ...