Team
Martin Kofman, CPA
Certified Public Accountant & Wealth Management Advisor
(781) 726-6540
Prior to starting his own C.P.A. firm, Marty worked for PriceWaterhouse. While at PriceWaterhouse, he was selected to work in France, Switzerland, Germany, Japan, and Portland, Oregon. He added financial and investment services 15...
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Michael Kofman
Wealth Management Advisor & Senior Accountant
(781) 726-6540
Mike joined the firm part-time in 2009. After graduating from college in 2014, he joined the firm full-time as an accountant, investment assistant and client relations manager. Mike has successfully obtained his Series 7 and 66 licenses.