40 Mechanic St., Suite 309, Marlborough, MA 01752
(800) 533-8567

Our Team

Jeanine M. Beratta, JD, MBA

Wealth Advisor

Jeanine has been working in the financial services industry for more than 14 years. She specializes in comprehensive wealth management and financial planning. Jeanine works closely with her clients to develop a cohesive financial strategy that starts before and continues through retirement.

Our Partners

Joe Accardi - Accardi Financial Group

Joe Accardi

Chairman and Founder of Accardi Financial Group

Danielle Accardi - Accardi Financial Group

Danielle Accardi

CEO and Wealth Strategist of Accardi Financial Group

Damon Accardi - Accardi Financial Group

Damon Accardi

President and Wealth Strategist of Accardi Financial Group

Ray Lucia Jr. - Lucia Capital Group

Ray Lucia Jr.

Chairman and CEO of Lucia Capital Group

Joe P. Lucia - Lucia Capital Group

Joe P. Lucia

President of Lucia Capital Group

Rick Plum, CFP - Lucia Capital Group

Rick Plum, CFP®

Chief Financial Planning Officer of Lucia Capital Group

Joe Accardi, Damon Accardi, Danielle Accardi, Ray Lucia Jr., Joe P. Lucia, and Rick Plum are not affiliated with Nexus Financial Group.