Build A Financial Plan That Reflects Your Personal Values

We'd like to thank you for stopping by Ashwood Advisors and Stephen A. Geremia Investments & Insurance. Located in Medfield, MA, we are an independent financial firm helping our clients establish and maintain their long-term financial goals by helping them choose the investment vehicles and options that are best suited for their individual needs.

We'll work closely with you to create a realistic course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with.

Our Products

 

Investment Management

 

Personalized Financial Planning (MA area)

 

Retirement Planning

 

Business Planning

 

Education Planning

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