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Newton Financial Group Services

OUR SERVICES

Guiding & Assisting. Thoughtful Planning. Impactful Advice.

We take a personalized yet sophisticated approach to diagnosis, planning and implementation of all elements of your financial life. We act as a steward as we advise, manage, and monitor your investment management, retirement income planning, account structuring, insurance, and other financial matters.

We educate our clients about financial concepts and products, and help you make informed choices in investments, insurance, estate conservation, and other financial affairs. Whether your concern is outliving your money, earning a decent income off your savings, avoiding risk, understanding how investments are taxed or other financial complexities, we are likely helping others with similar concerns.

We seek to develop long-term relationships of trust with those who choose to hire us. For more information about our firm, send us a quick email or call the office. We would be pleased to speak with you.

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