Statera Financial LLC of Walpole
Run a free full auditContact Information
-
Address
713 East St
Walpole, MA -
Phone
(774) 777-6646 -
Website
staterafinancial.com
Location
About Statera Financial LLC of Walpole
Statera Financial LLC of Walpole is a Financial Planner in Walpole, MA. The firm provides financial and retirement planning services, including retirement income planning, financial and investment planning, Medicare planning, and insurance solutions for life, disability, and long-term care. It serves clients in Massachusetts, Rhode Island, and multiple other states, holding a 5.00 rating based on customer reviews.
Dave Moses and David Wiech are the Managing Partners and co-founders of the firm. Moses graduated from San Diego State University with a bachelor’s degree in Finance and spent 27 years at Enterprise Rent-A-Car, eventually opening the Rhode Island Group in 1992. He received his CFP® designation in 2019 and is licensed in MA, RI, and other states. Wiech provides total financial needs analysis with expertise in advisory services and retirement income.
The firm emphasizes a balanced approach to a secure future, aiming to give clients confidence and clarity. It offers a free retirement checkup and shares case studies of clients nearing retirement, recently divorced, or retired. The firm guides clients through the retirement process, creating unique investment strategies for growth or income, and helps determine the best Medicare plans.
Statera Financial LLC of Walpole is known for its positive rating from the customers who have reviewed it.
The firm’s local presence in Walpole supports its mission to provide clear, confident financial planning for residents.
The business is located on East St in Walpole, Massachusetts, situated about a quarter mile from Memorial Pond and within walking distance of Blessed Sacrament Elementary School.
BizScoreAI awarded the firm a Technical score of 92 out of 100, ensuring the website is secure and easily readable by search engines. An Authority score of 75 out of 100 demonstrates clear trust signals that help AI assistants and search engines recommend the business. Additionally, the firm ranks number 1 of 4 Financial Planner businesses that BizScoreAI has scored in Walpole.
Score Summary
BizScoreAI scanned the website staterafinancial.com on June 26, 2026. Statera Financial LLC of Walpole has a BizScore of 52 out of 100.
- AI Visibility37 out of 100
- SEO65 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 13 of 30 points, AI Trust Signals 6 of 20 points.
Website audit sub-scores (out of 100): On-Page 58, Technical 92, Performance 71, Content 38.
Strengths: 4 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, About/Team Page.
Areas to improve: 8 checks. llms.txt (failed), FAQPage Schema (failed), Meta Description (failed), Speakable Schema (warning), Q&A Content (warning), AI-Parseable Headings (warning), XML Sitemap (warning), Author Signals (warning).
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Browse: Businesses in Walpole, MA · Financial Planner in Massachusetts · Businesses in Massachusetts
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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