BBB Business Review
BBB Accredited Business since
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93 Financial Group, LLC is a registered investment adviser and licensed insurance agency with its principal place of business in the Commonwealth of Massachusetts. The company offers advice and recommendations on stocks, bonds, mutual funds, index funds, exchange traded funds and other securities for a fee on assets under management. The company also offers insurance products such as life insurance, annuities and long term care insurance.
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A BBB Accredited Business since
BBB has determined that 93 Financial Group meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for 93 Financial Group include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
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Customer Complaints Summary
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Consumer Financial Protection Bureau
1700 G Street, NW, Washington DC 20552
Phone Number: 855-411-2372/TTY 855-729-2372/202-435-7000
Fax Number: (855) 237-2392
The license number is 144235.
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Lawrence E. Welch, Principal Mr. Paul J. Welch, Principal
Number of Employees
FINANCIAL SERVICES INVESTMENT ADVISORY SERVICE Miscellaneous Financial Investment Activities (NAICS: 523999)