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Steve Pessotti, a native of Westford, Massachusetts, grew up with a passion for sports and spending time with his family. He graduated from the University of Massachusetts, Amherst in 1996 with a Bachelor’s degree in Business Management. Today, Steve is the President of Pessotti & Associates, and an Independent Insurance Agent who has been helping people reach their Estate and Retirement Planning goals for over 23 years. A passionate advocate for financial education, he often partners with the non-profit organization, SOFA (the Society for Financial Awareness) to present free financial education workshops to the public.
When not working, Steve loves spending time with his wife, Lori, and their two active teenagers. He can often be found volunteer coaching one of his daughter’s softball games or attending his son’s vocal performances.
Stephen welcomes your direct contact:
Email: steve@pessotti.com
Phone: 617-834-3460
Steve Pessotti
President
steve@pessotti.com
617-834-3460
George Pessotti
President Emeritus
george@pessotti.com
508-612-8101
AVOID TRANSFER TAXES
Consider setting up a trust to minimize taxes. Massachusetts imposes transfer taxes on estates valued at more than $2 million at the time of death; federal is $13.99 million.
Questions?
Feel free to contact us via the form below or visit the contact page of this website.