A note from our Founder Shari Reffsin
 

Our Story

Life happens while you’re planning your future. Some events are expected others not. Either way we all eventually must step up and prepare ourselves for the milestones, opportunities and transitions that impact our lives.

I created Reffsin Financial to be as personal and empathetic as a boutique firm with the deep resources of Commonwealth Financial Network, one of the most highly rated,  independent, financial services organizations

Our mission is to inspire and connect with people who want to improve their financial situation, empowering them to put their best financial selves forward every day by giving them the knowledge and confidence to get there. My goal is to help each of my clients achieve financial independence.

I look forward to hearing from you.

Shari