Statera Financial LLC of Walpole

Statera Financial LLC of Walpole is a financial planner in Walpole, Massachusetts, serving individuals and families with comprehensive retirement, investment, Medicare, and insurance planning. The firm specializes in creating personalized financial strategies tailored to clients’ unique goals, including retirement income planning, tax-efficient wealth management, and navigating the complexities of life transitions such as divorce or retirement. With a strong focus on clarity and confidence, the firm guides clients through every stage of financial planning, whether they are nearing retirement or planning decades ahead. Serving clients across Massachusetts, including the surrounding towns of Franklin and Norfolk, Statera Financial has earned a perfect 5.00 rating based on client feedback, reflecting its commitment to personalized service and lasting financial security.

The firm was co-founded by Dave Moses and David Wiech, both Managing Partners with extensive professional backgrounds in finance and customer service. Moses, a CFP® professional licensed in Massachusetts, Rhode Island, and multiple other states, brings over two decades of financial leadership experience from his tenure at Enterprise Rent-A-Car, where he served as Financial Controller. Wiech provides in-depth financial needs analysis with expertise in advisory services and retirement income strategies. Together, they lead a practice grounded in a balanced, client-centered approach that emphasizes education, transparency, and long-term planning. The firm offers free retirement checkups and has developed case studies based on real client experiences, including those of individuals transitioning into retirement, navigating divorce, or seeking to optimize their post-retirement income.

Located at 713 East Street, Statera Financial sits just a short distance from Memorial Pond Park Area and Memorial Pond, both approximately a quarter-mile away. The office is also near Diamond Pond and Spring Brook, with Blessed Sacrament Elementary School and East Street, a main road, located within a quarter-mile radius. This central location in Walpole provides easy access for residents throughout the area.

Statera Financial is recognized for its well-documented presence online and a website that search engines read cleanly, reflecting a strong, transparent digital footprint. The firm’s dedication to client education and long-term financial wellness has established it as a trusted resource in the community. With a reputation built on integrity, expertise, and personalized attention, Statera Financial stands as a leading financial partner for residents of Walpole and the surrounding region.