Portfolio Category: Business Sphere

Riffle, Chris, CFP® – Certified Financial Planner

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.
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Yeh, Alicia – Banker

Alicia Yeh is currently Vice President and Branch Manager at Rockland Trust in Allston.  Rockland Trust is a full service community bank offering a wide array of financial services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Eastern Massachusetts and Rhode Island.  With close to 30 years of banking experience in and around the Brookline and Boston markets, Michael understands that relationship building and understanding client needs is the foundation for providing sound financial advice. 
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Murstein, Doug – Certified Public Accountant

We are local accounting firm in Brookline, MA who is committed to going the extra mile to serve our clients. As a local firm we interact with our clients on a personal level. This helps us provide tax preparation and accounting services in an efficient and accurate way. Our process is designed to be tailored specifically to every client’s needs. There are no one size fits all models here because everyone is different. Over the years this approach has helped our clients save money and avoid penalties. Our firm was started about a decade ago by Doug J. Murstein, CPA, a Syracuse University graduate with over 20 years of professional accounting experience. He started this firm as side business out of his home in Brookline, but the firm grew quickly. Clients returned year after year because of his dedication to detail and he left his home office for his current location in…
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