SOME THINGS NEVER CHANGE – OR AT LEAST THEY SHOULDN’T
Edelstein is still the place our founders envisioned in 1968. Almost 50 years later, our people carry on the timeless values that got us started and which have fostered our continued growth as a firm and as individuals:
Exceptional client service
Teamwork and collaboration
Personal satisfaction and growth
WHITE SHIRTS AND BLUE SUITS
In 1968, Alan Edelstein, a young lawyer-turned-CPA, decided to hang out his own shingle in downtown Boston. Walter Goldstein, also a JD and CPA, and Jerry Jarasitis, another CPA, soon joined Alan. From the beginning, all three understood what affluent individuals, families and businesses want and need — solid financial information along with reasonable advice and clear, cut-to-the-chase explanations.
TRUSTED ADVISORS BEFORE THERE WERE TRUSTED ADVISORS.
Our founders knew that it was important to look at the client’s big picture. They went beyond basic accounting and provided real-world solutions to help clients achieve their goals.
Our approach hasn’t changed. It is why clients worldwide — as well as employees — come to us…and stay.
TEAMWORK, COLLEGIALITY AND DOING THE RIGHT THING.
Alan, Walter and Jerry set a precedent for smart, friendly collaboration and hard work. They did whatever it took to support their clients, day or night…and always with a smile.
Today, we’re known for our can-do and personable attitude as much as we are for our expertise and business savvy, helping clients plan, operate, transact business, maximize profit and net worth and stay compliant.
COMMITMENT TO OUR PROFESSION AND COMMUNITIES.
Finally, we’ve always been leaders – where we live and in our profession. Many of our partners and team members lead professional, charitable and civic organizations, and the firm’s community outreach reflects this.
SUCCESS BREEDS SUCCESS.
Staying true to our roots sets us apart and fuels our continued success. If this sounds like the place for you as a client or team member, contact us at firstname.lastname@example.org.