At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our tax planning expertise, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
William L. Burton, CPA, CFP®
William (Bill) is the Founder and President of Crystal Capital Management Corporation. Bill graduated from the University of Connecticut, earning his Bachelor of Science degree in Business Administration and earned his Master’s degree from Bentley University. Bill is a Certified Public Accountant and a Certified Financial Planner™. His areas of expertise include retirement planning and tax reduction strategies.
Bill is married to Sharon, a native of Rhode Island. Their daughter Elizabeth, 25, resides in New York City. Bill and Sharon divide their time between Melrose, Massachusetts; Narragansett, Rhode Island; and the west coast of Ireland.
Harold Zazula, CFP®, RICP®, CLTC
As a Certified Financial Planner™ and Retirement Income Certified Professional, Harold helps pre- and post-retirees develop savings, investment and withdrawal plans that take the guesswork out of preparing for and living in retirement. In addition, Harold holds the Certification for Long-Term Care designation and incorporates various risk mitigation strategies in retirement planning.
Originally from New York, Harold started his career as a retirement plan actuary and consultant where he developed his expertise in financial projections and risk management. Several years after moving to Boston in 2006, Harold transitioned to personal financial planning and investment management.
Harold, his wife, and three children reside in Malden, MA.
