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(978) 744-6387

 

About Us

Established in 1992, Washington Square Financial provides small businesses and individuals in the greater Boston area with complete financial services including employee benefits and estate planning services.

From the beginning, our Mission has been to help our clients be successful. We do this by guiding them toward smarter financial and  benefit decisions.

John Sachetti CLU, ChFC is the Founder and President of Washington Square Financial. John was raised in modest circumstances where he learned about hard work and thrift. He earned a financial scholarship to the University of Massachusetts/Amherst where he won a spot on the University's varsity basketball team as a Walk-On. He earned a Bachelor's Degree in Economics. John started his financial career with the John Hancock in 1980 and founded Washington Square Financial in 1992. He was awarded the prestigious Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, Pa.

John Sachetti and Washington Square Financial were selected from the thousands of brokers in Massachusetts as a Premier Brokerage Agency by the Mass. Health Connector, for excellence in sales, service, and integity. 

 

We are securities licensed in the state of Massachusetts and New Hampshire. Securities offered through Essex Securities Member FINRA/SIPC. LLC 218 Boston Street, Topsfield MA 01983 (800) 377 7964.

Our corporate culture

  • Be accessible, professional and friendly as we strive for service excellence
  • Promote a sales culture with a broad range of products to help meet client needs
  • Offer innovative products and be responsive to the marketplace with superior product delivery
  • Offer technology to help to obtain superior results
  • Expand existing relationships and attract new clients
  • Build member loyalty, advocacy and insistence
  • Attract, develop and retain quality employees
  • Be community-involved and recognized as a good corporate citizen

 

Copyright © 2012 Washington Square Financial. All Rights Reserved.

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