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Business Profile

Financial Services

Boston Independence Group, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(877) 772-1776Email BusinessWrite a Review

About

Overview

Boston Independence Group, Inc.

45 Lyman St Ste 17

Westborough, MA 01581-2658

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BBB Accreditation & Rating

Boston Independence Group, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Boston Independence Group provides retirement planning and wealth management services, including tax strategy, investment management, retirement income planning, and legacy planning. The company assists clients with Roth IRA conversions, Social Security optimization, and rollover strategies for 401ks.

BBB Accredited Since: 10/31/2014

Years in Business: 13

Products and Services

According to the information provided by the company their services are financial planning, college planning, retirement planning, life insurance, saving plans, and much more.

Business Details

Local BBB:
BBB Serving Central and Western MA and Northeastern CT
BBB File Opened:
10/28/2014
Business Started:
3/1/2013
Business Incorporated:
2/1/2013
Type of Entity:
Corporation
Business Management:
Mr. Gerard V. Dougherty, President

Additional Contact Information

Principal Contacts
Mr. Gerard V. Dougherty, President
Customer Contacts
Mr. Gerard V. Dougherty, President
Additional Email Addresses
Primary: Email this Business
Social Media

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.

BBB records show a license number of 2009566 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 9/30/2027.

Massachusetts Division of Insurance

1000 Washington Street , Suite 810

Boston MA 02118

617-5217794Website

Additional Information

Business Categories
Financial Services, Retirement Planning Services, Insurance Agent, Financial Consultants, Wealth Management

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.