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Contact Information

Centerpoint Advisors
175 Highland Avenue, Suite 302
Needham, MA 02494

(Main entrance and parking
accessible via Charles Street.)

Phone: 617.213.4000
Fax: 617.213.4019


Principals

Richard W. Greene

Jennifer M. Wolfsberg

John E. Wolfsberg


Financial Advisor & CFP® Professional

Olga Poltoratskaya


Supervisor of Client Operations

Lori Patterson


Research Associate

Mark Barry


Project Manager

Cameron Ferrey

Please contact

Lori Patterson to make an appointment

Jennifer Wolfsberg, Richard Greene, John Wolfsberg, Boston Wealth Management, Newton Wealth Management, Female Principals, Intelligent Index, Financial planning, Female partners in wealth management, Educational planning, Retirement planning, Goal planning

© 2006–2013 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance

Investment Advisory Services offered through Centerpoint Advisors, LLC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.