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

Our Services

Helping You Manage Your Financial Goals

A Friendly, Compassionate, and Comprehensive Approach

The Nexus Financial Group team of financial advisors and consultants has more than 30 years of combined experience within the financial services industry. Our objective is to guide you through budgeting, saving, planning and investing, with an eye toward reducing risk and maximizing return.

Individualized Financial Planning

No two financial plans are alike

Your best interests are at the forefront of our every recommendation. The advice we provide you is always aligned with the goals of the personalized financial plan we help build for you.

At Nexus Financial Group, every client receives a personalized financial plan. We work with you one-on-one to identify your lifetime goals and explore your passions, while also identifying obstacles that could derail your plan.

Once we have a thorough understanding of your financial objectives and obligations, only then do we move forward in helping you build a financial plan that defines the steps you need to take to help manage your long-term financial goals.

Nexus Financial Group

Specialized Financial Service

Special Needs Planning

Families with a special needs dependents often have very unique financial requirements. We help families plan for their dependent’s future by positioning them to qualify for SSI, while ensuring a comfortable lifestyle.

Our Clients

Serving the Greater Worcester and Assabet Valley Areas

Our clients primarily live, work and play in the greater Worcester and Assabet Valley areas including Southborough, Marlborough, Berlin, Boylston, Shrewsbury, Westborough and many other neighboring towns. They’re people just like you – professionals, families and small business owners – seeking to manage financial goals and experience a life of fulfillment and happiness.

Products and Services

We provide assistance in the following areas


  • IRAs
  • Brokerage Accounts
  • Advisory Accounts
  • Real Estate Investment Trusts (REITs)
  • Unit Investment Trusts
  • Variable Annuity
  • 401(k) plans

Financial Planning

  • Retirement Planning
  • Retirement Income Distribution
  • Tax Planning
  • Wealth Preservation
  • Legacy Planning
  • Special Needs Planning
  • Socially Responsible Investing
  • College Planning
  • Business Succession


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Welcoming New Clients

Helping to Build Stronger Futures

If you’re seeking financial guidance to help grow your assets, protect the ones you love, and plan for an enjoyable retirement, contact Nexus Financial Group for a complimentary, no obligation financial consultation. Together, we’ll build a financial plan that helps to strengthen your future.