Aha! Financial

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantNeedham, Massachusetts

Contact

Address
160 Gould Street Suite 310, Needham, Massachusetts, 02494
Phone
(617) 699-3585
Website
aha.financial
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

Don Gottfried is a seasoned financial advisor with over 15 years of experience in the wealth management sector. After building a distinguished track record as a financial advisor for The Bulfinch Group, he joined Profectus Financial Partners. Although he had a fulfilling career, Don’s inner calling compelled him to take the road not taken. Following a vision of empowering people through value-based wealth planning and management, he established his financial consultancy. Now, as founder and CEO of Aha! Financial, Don runs his company with a keen emphasis on conscious planning because life is not just about money. Freedom, fulfillment and love are human experiences people aspire to as they build their financial confidence.