With over 20 years in financial services, Protegro combines expertise and real-life perspective to help you navigate retirement, divorce, debt, and legacy planning with clarity and confidence. You’ll receive personalized, judgment-free guidance tailored to your goals, values, and real-world challenges. We proudly serve Ashland, MetroWest, Boston, Framingham, Hopkinton, Needham, Newton, Waltham, Sudbury, Natick, and surrounding communities throughout Middlesex and Suffolk County, and can support clients anywhere in the U.S. virtually.

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Phone: 617.620.2452 Fax: 774.220.3330

Email: Info@Protegro.com

Office Hours:
Monday–Friday, 9:00 AM – 5:00 PM EST

Protegro, Inc. is a registered investment advisor and licensed insurance producer based in Massachusetts. We provide customized fee-only investment advisory services to individuals, families, businesses and other institutions. We also offer insurance products and services. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Please first consult a qualified financial adviser and/or tax professional before implementing any financial plan and/or investment strategy discussed herein. Past performance is not indicative of future performance. For more disclosure information about Protegro and to view the firm's Form ADV Part 2A brochure, please see the SEC Investment Adviser lookup website at https://www.adviserinfo.sec.gov/. Per 950 MASS. CODE REGS. 12.205(8)(a)2., 12.205(8)(f)-(h): Requiring Investment Advisers Registered in Massachusetts to Provide Clients and Prospective Clients With a Stand-Alone Fee Table, please see the Protegro Fee Table Using the following link: CLICK HERE TO VIEW FEE TABLE.