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175 Highland Avenue
Suite 301
Needham, MA 02494

Martin S. Kofman, CPA

(781) 726-7575




Martin Kofman, CPA

Certified Public Accountant & Wealth Management Advisor

(781) 726-7575

(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

Senior Accountant & Investment Assistant



Mike Kofman joined the firm part-time in 2009. After completing college in 2014 he joined the firm full-time as an accountant, investment assistant and client relations manager. He is pursuing his investment, insurance, and enrolled...

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Mary Ann Glassman provides administrative support for both our accounting and investment clients. With 25 years of experience with the firm she handles payroll, bookkeeping and a variety of other administrative duties.

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