Statera Financial LLC of Sharon

Statera Financial LLC of Sharon is a Financial Planner in Sharon, MA, located at 713 East St. It holds a rating of 5.00 based on customer reviews.

The firm offers financial and retirement planning, retirement income planning, financial and investment planning, Medicare planning, and insurance solutions. Services include a free retirement checkup, where experts review retirement plans. The firm shares case studies for clients nearing retirement, recently divorced, or already retired. Retirement is treated as a process, with guidance provided whether clients are retired or ten years away. Investment strategies are created in partnership to address growth or income desires. As independent Medicare specialists, the firm helps determine the best Medicare plan. Insurance solutions cover Life, Disability, and Long Term Care Insurance.

Dave Moses is a Managing Partner and co-founder. He graduated from San Diego State University with a bachelor’s degree in Finance and joined Enterprise Rent-A-Car, where he worked for 27 years, rising to Financial Controller. He helped open the Rhode Island Group of Enterprise in 1992. Moses received his CFP® designation in 2019 and is licensed in MA, RI, and multiple other states. He resides in Franklin, MA, and serves on the Board of Directors of Franklin Youth Hockey, the Franklin Finance Committee, MA Hockey, and the Norfolk Community Credit Union. His interests include golf, sporting events, reading, and music. He is married with two adult children.

David Wiech is a Managing Partner and co-founder. He provides total financial needs analysis with expertise in Advisory Services and Retirement Income.

The firm is located at 713 East Street, Walpole, MA 02081. Office contact is (774) 504-2863. Dave Moses can be reached at (781) 540-1733 or [email protected]. David Wiech can be reached at (774) 210-0119 or [email protected].

BizScoreAI gives Statera Financial LLC a technical score of 92 out of 100, which means the website is secure and structured so search engines can read it without errors. The business also receives an authority score of 75 out of 100, showing who is behind the firm to help AI assistants and search engines decide whom to recommend.