93 Financial Group, LLC
A registered investment adviser and licensed insurance agency, 93 Financial Group, LLC is an independent financial planning firm based in the Boston area.
Our fiduciary responsibility is to you and the management of your investment accounts. From our office in Woburn, Massachusetts we provide the following services:
- Investments – portfolio management, asset allocation, accumulation projections for retirement
- Retirement planning – IRA & 401(k) rollovers, income strategies, IRA distributions, Roth IRA conversions
- Family planning – college savings, insurance, annuities, long–term care insurance, estate distribution
Contact us about customized financial planning and we’ll strive to help you reach your ultimate goal of long-term financial stability. When you schedule a consultation with 93 Financial Group, we will meet with you face-to-face and focus on your current investments, financial goals and risk assessment.
After becoming a valued client of 93 Financial Group, our advisors, supported by a helpful and experienced staff, will be committed to quality service for you and your family’s financial well being. Our proactive approach will keep you updated as we monitor your portfolio - you’ll hear from us regularly regarding your accounts. We’re dedicated to excellent communication, the foundation of any successful relationship.
We know you have options, so we work hard to earn and keep your business. 93 Financial Group has the freedom to provide the most appropriate services for you since we carry no allegiances to brokerage houses, mutual fund companies or insurance companies.
We welcome you to read through our website and we encourage you to contact us with your questions or to schedule a consultation. We’re confident we can assist you with identifying your financial goals.