Stage Harbor Financial is a privately owned, independent advisory firm headquartered in Westwood, MA. Our team of comprehensive financial planners take great pride in the personal relationships we build with our clients, tailoring every aspect of our cl

SBA 504 lender

We are a well established financial firm offering comprehensive financial planning services and investment management services. We routinely help clients to plan for their long-term financial goals such as saving for college and/or retirement. We also he

With a track record spanning four decades, we partner with our clients to craft customized, strategic plans that build wealth and establish a solid financial foundation for the future. We empower our clients to navigate life’s unexpected curve balls.

Brian Konish - Managing Director-Investments

We provide holistic Financial advice and Investment guidance for our clients.

Guiding growth-focused professionals with personalized financial planning and asset management

“Bookkeeping, tax prep, payroll, and notary services for small businesses and individuals. Certified QuickBooks ProAdvisor.”

Comprehensive financial planning including wealth management, insurance coverage, tax strategies, college planning, retirement planning