Teddy Kubacki

Financial Professional
+1 (781) 538-4649
English
Schedule an introductory Zoom call to learn more about the health of your financial strategies. Check my industry experience on the BrokerCheck link above.

Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
Power of Choice
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A high-level overview of the diversity of the products, services and providers available to our clients. However, the only products we prioritize are those that are right for your unique needs.
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Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Teddy

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

College Funding

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

Variable Annuities

Variable annuities are utilized as a tax-advantaged way to create a more predictable income in retirement and to transfer wealth to loved ones. When you purchase a variable annuity with a one-time payment or a series of payments, you enter a contract with an insurance company in which it promises to make a lump sum or series of payments to you either immediately or in the future.

Disability Insurance

Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.

Long Term Care

Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.

Insurance Protection

The most important part of preparing for the future is protecting it. As a WFGIA agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
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Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

About Teddy's Office

75 Third Ave
Suite 310
Waltham, MA 02451
US
Day of the WeekHours
Monday12:00 PM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 7:00 PM
Friday12:00 PM - 5:00 PM
SaturdayClosed
SundayClosed