Our wealth management specialists and financial advisors in Boston, Massachusetts regularly participate in community events to benefit the community and raise financial awareness. Dina Megretskaia participated in the Volunteer Income Tax Prep free tax prep program in Norristown, Pennsylvania for the Philadelphia Campaign for Working Families. The Campaign for Working Families is a non-profit organization that provides free tax preparation services to maximize tax returns for working families in Southeastern Pennsylvania and Southern New Jersey.
Modera Massachusetts participated in Operation Santa by obtaining letters written by children to Santa and fulfilling their holiday wishes.
Associates of our Boston, Massachusetts location assembled care packages for Rosie’s Place. Rosie’s Place was the first women’s shelter founded in the United States and provides shelter, food, and education for underprivileged women.