600 Unicorn Park Drive

Woburn, MA 01801

Tel: 781.938.6361

Fax: 781.933.4506

Comprehensive Financial Planning For Individuals & Families

buildingpicsmall93 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

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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.

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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.


Important Consumer Disclosure:

93 Financial Group, LLC (“93 Financial Group”) is an SEC registered investment adviser and licensed insurance agency with its principal place of business in the Commonwealth of Massachusetts.  93 Financial Group and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which 93 Financial Group maintains clients.  93 Financial Group may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.  93 Financial Group’s web site is limited to the dissemination of general information regarding its investment advisory and insurance services to United States residents residing in states where providing such information is not prohibited by applicable law.  Accordingly, the publication of 93 Financial Group’s web site on the Internet should not be construed by any consumer and/or prospective client as 93 Financial Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  93 Financial Group does not provide tax or legal advice.  You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from 93 Financial Group.  Any subsequent, direct communication by 93 Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For additional information about 93 Financial Group, including fees and services, send for the firm's Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.  93 Financial Group does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 93 Financial Group’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.