Wellesley - Worcester St

Jeffrey Tancreti

JD

Wealth Advisor

93 Worcester St
Wellesley, MA 02481

Jeffrey Tancreti

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jeffrey Tancreti

Professional Certifications

  • JD – Juris Doctor
  • Series 65 license

About Jeffrey

Jeffrey (Jeff) focuses his practice on financial counseling, investment management, and tax planning.

Education and Career Milestones

-Suffolk University – bachelor’s degree in political science

-New England School of Law – Juris Doctor

-Worked as an attorney for the Commonwealth of Massachusetts