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Washington Financial Group, Inc.

EST. AUM
$119,042,191

CONTACTS

CLIENT ACCOUNTS
710

Firm Details

Metro area Boston
CRD Number 132369
Website
Client types

Overview

Washington Financial Group, Inc. is an SEC-registered investment adviser that provides personalized wealth management and fiduciary investment advisory services to individuals, families, business owners, and retirement plan clients. The firm delivers comprehensive financial planning, portfolio management, retirement planning, estate planning, and investment consulting tailored to clients' long-term financial objectives. As a fiduciary adviser, Washington Financial Group focuses on developing customized investment strategies designed to preserve and grow client wealth through disciplined portfolio management.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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