93 Financial Group, LLC

EST. AUM
$780,342,669

CONTACTS
1

CLIENT ACCOUNTS
2,438

Firm Details

Metro area Boston
CRD Number 144235
Website 93fg.com
Client types

Overview

93 Financial Group, LLC is a financial services firm established in 2004. The company was founded by Larry and Paul, each bringing a decade of experience in the financial services industry. It operates as an SEC-registered investment adviser and an independent insurance agency. The firm provides financial planning and investment management services, tailoring its approach to align with the specific goals of its clients. The leadership team expanded with the addition of Jim Welch and John Welch. Jim has experience in the insurance industry, advising individuals and families on their insurance needs, while John brought expertise from his role as an investment associate at a Boston-based firm, where he managed various account types, including personal and retirement accounts. 93 Financial Group focuses on offering financial services and insurance solutions independently, allowing the team to address the needs of its clients without external influence.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

93 Financial Group, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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