Statera Financial LLC of Sharon

Statera Financial LLC of Sharon is a financial planner in Sharon, Massachusetts, serving individuals and families with personalized retirement, investment, Medicare, and insurance planning. The firm specializes in creating tailored financial strategies to help clients achieve long-term security, with expertise in retirement income planning, tax reduction, investment realignment, and navigating the complexities of Medicare and life insurance. Clients include those nearing retirement, recently divorced individuals, and retirees seeking clarity and confidence in their financial future. With a perfect 5.00 rating and a strong reputation based on client feedback, the firm is known for its client-focused approach and commitment to clarity and peace of mind.

The firm was founded by Dave Moses and David Wiech, both Managing Partners with extensive experience in financial services and advisory roles. Dave Moses, a CFP® professional licensed in Massachusetts and multiple other states, brings over two decades of financial leadership from his tenure at Enterprise Rent-A-Car, where he served in roles including Financial Controller. David Wiech provides comprehensive financial needs analysis with expertise in advisory services and retirement income strategies. Together, they lead a team dedicated to building lasting financial confidence through education, customized planning, and ongoing support.

Located at 713 East Street in Sharon, the firm sits on a quiet residential road in the heart of the town. While no specific nearby landmarks are listed, the address places it within easy reach of the town’s central business district and community services.

The firm’s standing is defined by its unwavering focus on client-centered planning, supported by its perfect rating and consistent delivery of personalized financial guidance. Clients consistently praise the firm’s ability to simplify complex financial decisions and deliver clear, actionable strategies.

Statera Financial LLC of Sharon stands as a trusted partner in financial independence for residents of Sharon and surrounding communities, helping them build secure, meaningful futures.