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MG Financial

EST. AUM
$1,051,145,842

CONTACTS
6

CLIENT ACCOUNTS
116

Firm Details

Metro area Boston
CRD Number 107649
Website mgfinancial.com
Client types

Overview

MG Financial is an independently owned wealth management firm located in Braintree, Massachusetts. Since its establishment in 1996, the firm has integrated asset allocation and manager selection expertise with a range of comprehensive wealth management solutions, including financial planning, tax and estate planning, and trust services. These solutions are meticulously designed to adapt to the evolving investment and tax landscapes, ensuring the achievement of clients' financial objectives.

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Address

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

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