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Business Profile

Investment Advisory Services

93 Financial Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 908-9334Email BusinessWrite a Review

About

Important information

Overview

93 Financial Group

600 Unicorn Park Dr

Woburn, MA 01801-3376

Get DirectionsView Service Area
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

93 Financial Group is BBB Accredited.

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

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About This Business

93 Financial Group, LLC provides financial planning and investment management services, including portfolio management and asset allocation. The company also offers retirement planning with IRA transfers, 401(k) rollovers, income strategies, and Roth IRA conversions. Additional services include assistance with family planning, such as college savings, estate distribution, and insurance options like life and long-term care insurance. The company assists clients by focusing on their current investments, financial goals, and risk assessment through a personalized approach to financial stability. The business provides services to commercial customers.

BBB Accredited Since: 3/16/2005

Years in Business: 22

Products and Services

401(k) Rollovers, Annuities, College Savings, Estate Distribution, Financial Planning, Income Strategies, Inherited IRAs, IRA Distributions, IRA Transfers, Life Insurance, Long-term Care Insurance, Portfolio Management, Retirement Planning, Roth IRA Conversions

Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
2/10/2005
Business Started:
4/30/2004
Business Incorporated:
4/30/2004
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Paul J. Welch, Principal
Mr. Lawrence E. Welch, Principal
Number of Employees:
7

Additional Contact Information

Principal Contacts
Mr. Paul J. Welch, Principal
Mr. Lawrence E. Welch, Principal
Customer Contacts
Mr. Paul J. Welch, Principal
Fax numbers
Primary Fax: (781) 933-4506
Additional Phone Numbers
Other Phone: (781) 938-6361
Additional Email Addresses
Primary: Email this Business
Additional Websites
yellowpages.com/woburn-ma...

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 Insurance
One Federal Street Suite 700
Boston MA 02110
Phone Number: 617-521-7794; 877-563-4467
https://www.mass.gov/orgs/division-of-insurance
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]
Business Categories
Investment Advisory Services, Financial Services, Financial Planning Consultants, Life Insurance, Insurance Agency, Insurance Agent, Long Term Care Insurance

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