93 Financial Group

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93 Financial Group, LLC, is a financial advisory firm with its headquarters in Woburn, Massachusetts. With more than $629 million in assets under management and 2,315 clients, this firm is one of the largest in the country. Despite its size, the firm only employs five financial advisors and is not a registered broker-dealer. While the company is not registered in every state, it is licensed to provide investment advice in the state of Massachusetts and in other states.

Information on 93 Financial Group’s website should not be considered personalized individual advice. Any communication with a prospective client must be conducted by a registered representative or an exempt representative in the state in which the prospective client resides. For more information about the firm, prospective clients should request a brochure. Before investing, prospective clients should carefully read the disclosure brochure.

The firm is registered with the SEC, Finra, and state regulators. Its staff is comprised of five investment advisors and more than two thousand clients. This ratio ensures that each advisor is able to spend adequate time with each client. The company’s advisors also have extensive experience in financial planning and are able to answer most questions about investment strategy.

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