Statera Financial LLC of Walpole

Statera Financial LLC of Walpole is a financial planner in Walpole, Massachusetts. The firm provides retirement income planning, guiding clients through retirement whether they are already retired or still a decade away. It also offers financial and investment planning, creating investment strategies designed around either growth or income goals, and Medicare planning as independent Medicare specialists who help determine a suitable plan. Insurance solutions cover life, disability and long term care needs. The practice holds a 5.00 rating from the customers who have reviewed it.

The firm is led by two managing partners and co-founders, Dave Moses and David Wiech. Moses graduated from San Diego State University with a bachelor's degree in Finance and spent 27 years at Enterprise Rent-A-Car, rising from renting cars to Financial Controller and opening the Rhode Island Group in 1992. He received his CFP designation in 2019 and is licensed to do business in Massachusetts, Rhode Island and multiple other states. He has served on the Board of Directors of Franklin Youth Hockey, the Franklin Finance Committee and MA Hockey, and sits on the Board of the Norfolk Community Credit Union. Wiech provides total financial needs analysis with expertise in advisory services and retirement income.

The office sits on East Street, about 0.2 miles from Blessed Sacrament Elementary School, Diamond Pond and Spring Brook, and roughly 0.4 miles from Memorial Pond and the Memorial Pond Park Area.

Clients who come to Statera Financial are treated as though their goals were the firm's own, with the aim of giving them confidence and clarity so they can spend time on what matters most rather than worrying about their financial future. The practice publishes case studies of clients at different stages, including a 56-year-old project manager consolidating investment accounts and reducing taxes, a 65-year-old recently divorced client learning the dynamics of her family finances, and a retired couple realigning investments and building a reliable income stream.

For Walpole residents weighing retirement income, Medicare coverage or investment strategy, Statera Financial pairs credentialed planning with a practice built around the client's own goals.