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.
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
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.
