Centerpoint Advisors, LLC

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Financial Services

About Us

Centerpoint Advisors, LLC is a registered investment advisor providing a range of investment and wealth management services to individuals, families, small businesses and non-profit institutions. Our work and our client relationships are driven by a sense of respect and integrity, with the goal of protecting clients and their trust above all. The value we place on long-term investment discipline keeps us focused on our sole objective: attempting to maximize our clients risk-adjusted returns. Armed with the objective and independent information we provide, our clients are positioned to make sound financial decisions and realize their long-term goals.

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Rep/Contact Info

Ashley Agnew
Olga Okaty
Director of Financial Planning
Ashley Souza
John Wolfsberg
Principal

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