Business Hours
Monday 08:00am - 05:00pm
Tuesday 08:00am - 05:00pm
Wednesday 08:00am - 05:00pm
Thursday 08:00am - 05:00pm
Friday 08:00am - 05:00pm
8 Lake Street, Webster, MA, 01570
Listed In: Investment Services
Carl Kaliszewski believes that a comprehensive approach to financial solutions extends far beyond providing personalized investment and insurance advice. It also involves “life planning.” By thoroughly understanding the unique current needs and future dreams of his clients, Carl can help them plan… Carl Kaliszewski believes that a comprehensive approach to financial solutions extends far beyond providing personalized investment and insurance advice. It also involves “life planning.” By thoroughly understanding the unique current needs and future dreams of his clients, Carl can help them plan for life events. By employing a wide range of financial products and services, Carl can help his clients meet their current needs while also pursuing their future dreams. Customized financial strategies can be developed for an individual investor, trust, charitable organization, or business owner. Periodic reviews are also performed to ensure that the client’s goals are being realized. Read more