Quentara E. Costa Email & Phone Number

North Andover, Ma

Let's Powwow! Quentara helps clients spot opportunities, reduce risk, and manage goals. Making even small adjustments can amount to big changes that in turn affect your overall wealth and more importantly, peace of mind. Whether it's having a trusted advisor to confirm and critique existing choices, or needing guidance on a completely new venture, Powwow is here to help. Quentara brings over 15 years of financial planning experience to the table and is supported by the XY Planning Network and NAPFA. As a part of the comprehensive planning process for the senior and family, Powwow may include recommendations for retirement, education and estate planning, thorough review of life, home, auto and liability insurance, discussion on your options for long term care planning and how elder care expenses impact your family and goals, and direction on investing your nest egg in established accounts. Comprehensive planning is possible even if you're not a millionaire!! Powwow offers pricing on a project, hourly, or membership basis.POWWOW, LLC has been approved to operate by the Commonwealth of Massachusetts (CRD# 284571). Please feel free to contact me with any questions about becoming a client or professional colleague. ADV Part 2 can be viewed on brokercheck.finra.org.

North Reading, Ma

An independent personal wealth management company overseeing and coordinating the financial affairs of a select group of clients. TFG works closely with those clients to help simplify and streamline their financial lives.My primary role was to develop and administer the custom financial and estate plans created for clients. As the leader of the planning team, I collaborated with team members to provide thorough analysis and recommendations in the areas of retirement, tax and estate planning, college savings, insurance planning and asset protection. In additional to planning, was involved with the firm's ongoing financial management activities which includes investment trading, special research and client driven projects.

A national practice of experienced professionals specializing in multi-generational wealth management.Wells Fargo Family Wealth's integrated approach provides select families with customized financial and tax planning; asset strategy and investment management; trust and estate planning; and banking, credit and charitable services.

Boston, Ma

Boston, Ma

Masters, Personal Financial Planning

Bachelors, Corporate Finance And Accounting

Activities and Societies: Republican Club, Judicial Board, Beta Alpha PsiGraduated Magna Cum Laude Minor in Business Law