Rebecca Saccone, Financial Planner

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Rebecca Saccone, Financial Planner Helping families meet financial goals, estate strategies and insurance needs. Member SIPC (www.sipc.org)

I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, LLC.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

If you’re building something of your own, let’s review a few planning basics that can help support both your business an...
09/08/2026

If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a...
07/21/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

Ever avoid a money decision because you didn’t want to “mess it up”? You’re not alone. 45% of women say fear of a money...
07/08/2026

Ever avoid a money decision because you didn’t want to “mess it up”? You’re not alone. 45% of women say fear of a money mistake holds them back, but I’m here to help you plan with confidence.

Source: 2025 MassMutual Women’s Financial Confidence Study

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/30/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Summer is the perfect time for a financial check-in. A mid-year review can help ensure you're staying on track toward yo...
06/25/2026

Summer is the perfect time for a financial check-in. A mid-year review can help ensure you're staying on track toward your long-term goals. What’s on your summer checklist?

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

Address

100 William Street #300
Wellesley, MA
02481

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16172398009

Website

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