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Business Profile

Financial Services

Winchester Financial Group, Inc.

About

About This Business

Winchester Financial Group is a Financial Services company that offers financial planning services to both individual, and business clients. The company offers business planning, Medicare plans, insurance plans, investment advisory services, pension planning, estate planning.

BBB Accredited Since: 1/5/2004

Years in Business: 32

Products and Services

Estate Planning, Insurance Planning, Retirement Planning, Tax Planning, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
1/5/2004
Business Started:
1/1/1994
Business Incorporated:
1/4/2006
Type of Entity:
Corporation
Business Management:
Mr. Paul Petrie, Principal
Theresa Petrie, Director of Operations
Number of Employees:
5

Additional Contact Information

Principal Contacts
Mr. Paul Petrie, Principal
Customer Contacts
Theresa Petrie, Director of Operations
Fax numbers
Primary Fax: (781) 438-2115
Additional Websites
yellowpages.com/stoneham-...

Licensing information

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.

Additional Information

Other Resources
Massachusetts Division of Banks
One Federal Street
Boston MA 02110
Phone Number: 617-956-1500; 800-495-2265; 617-956-1577
https://www.mass.gov/orgs/division-of-banks
[email protected]
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
https://www.sec.state.ma.us/divisions/securities/securities.htm
[email protected]

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