Sudbury, MA Office

Jeffrey Lerner is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 50 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is also an agent with Creative Financial Network, selling fixed, life, disability, and long-term care insurance directly with carriers. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephen Colantuono is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has held prior roles at Securities America Advisors, LPL Financial, Voya Financial Advisors, and Wayside Financial Partners. Outside of his advisory role, he is involved in the sales and service of insurance products through Wayside Financial Partners. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple platforms, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.