Principals Lawrence E. Welch and Paul J. Welch founded 93 Financial Group, LLC with a focus on providing exceptional service and well-informed advice to advance their clients' financial and retirement needs. Based in Woburn, MA, the firm serves individuals, families, business owners, trusts and estates in the Boston area for investments, insurance and retirement planning.
When 93 Financial Group was founded in 2004, Larry and Paul had been building careers in the financial services industry for ten years. Since then 93 Financial Group, LLC has evolved into an SEC registered investment adviser and independent insurance agency. 93 Financial Group’s unique one-on-one approach is a more traditional, customized kind of service that aims to build strong personal relationships that develop into life long partnerships. All decisions and services are designed with an in-depth understanding of the client’s goals and objectives.
Larry and Paul have since been joined by brothers Jim Welch & John Welch. Prior to joining 93 Financial Group in 2004, Jim worked in the insurance industry where he gained a vast knowledge of its services by advising and implementing insurance needs for individuals and their families. John joined the team after spending 8 years with an investment firm in Boston where he served as an investment associate with a group that managed personal, professional and retirement accounts. The wealth of knowledge and experience they have brought to 93 Financial Group has proven invaluable.
Today, 93 Financial Group continues to provide clients the benefit of working with an independent team of financial professionals free to focus their attention on the needs of their clients.