It is with a heavy heart that we share the passing of Jack Turgel, ChFC, LUTCF. Jack was a valued member of Centinel Financial Group, LLC from 1986 until his retirement in 2019. He will be fondly remembered for his kind soul, gentle nature, and sharp wit. He will be dearly missed.?
Centinel Financial Group, LLC
金融服务
Needham Heights,MA 792 位关注者
Assisting Individuals, Families, and Businesses in the Accumulation and Preservation of Wealth Since 1967
关于我们
Centinel Financial Group, LLC is a select team of financial advisors and professionals with backgrounds in finance, business, insurance and investments. Individuals, families and businesses have chosen to work with Centinel Financial Group for the relationships and trust that we build. What this means is that our dedicated advisory team will share a process that will help you realize your personal goals and maximize your available opportunities. The real benefit of working with our firm is the clarity, confidence and capability you can gain in your financial security and in helping protect what matters to you most. With a team of over 70 advisors and representatives, Centinel Financial Group assists individuals, families and businesses in the accumulation and protection of their wealth. Our main office is located at: Centinel Financial Group, LLC 160 Gould Street, Suite 212 Needham Heights, MA 02494 Telephone: 781.446.5000 www.centinelfinancialgroup.com www.facebook.com/centinelfinancial www.youtube.com/centineltv Additional Massachusetts office locations include Marshfield, Concord, Osterville, Attleboro, and Plymouth. Additional office locations out of state include Ludowici, Georgia and Grand Rapids, Michigan. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 160 Gould Street, Suite 212, Needham Heights, MA 02494. (781) 446-5000. Please see website for full disclosures. https://www.centinelfinancialgroup.com/
- 网站
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https://www.centinelfinancialgroup.com
Centinel Financial Group, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Needham Heights,MA
- 类型
- 私人持股
- 创立
- 1967
- 领域
- Investment Management、Retirement Income Planning & Distribution、Estate Planning Strategies、Business Succession、Insurance Analysis & Planning和Employee & Executive Benefits
地点
Centinel Financial Group, LLC员工
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Greg McLaughlin MS, CFP?, BFA ?, AIF?
Financial Planner at Centinel Financial Group, LLC
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Beth Miller
Financial Representative at Centinel Financial Group, LLC, Member of John Hancock Financial Network
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Daniel Miele, MBA, LUTCF, FSCP
Financial Advisor at Centinel Financial Group, LLC.
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Erica Mellone, CFP?
Financial Planner
动态
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Happy International Women’s Day! ?? To show our appreciation for the incredible women of Centinel Financial Group, LLC , we had the pleasure of treating them to a special luncheon at Del Frisco's—a small token of gratitude for their hard work, dedication, and leadership. ? At Centinel Financial Group, LLC, we are proud to support and uplift the talented women on our teams. Thank you for all that you do to make our organization stronger and more successful! Here’s to celebrating women today and every day! #InternationalWomensDay?
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Warmest wishes for a very happy 65th birthday to Kathy Maher! Your unwavering dedication and hard work over the years have made a profound impact on Centinel Financial Group, LLC, and we are truly grateful for all that you do. ? It was a pleasure celebrating Kathy’s milestone alongside the remarkable women of Centinel Financial Group, LLC this Thursday, in celebration of National Women’s Day—a fitting tribute to Kathy and the exceptional contributions of women within our organization. Cheers to you, Kathy! We wish you a fantastic year ahead! ????
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Happy National Dentists Day! Today, Centinel Financial Group, LLC recognizes the dedication and expertise of dental professionals who keep our smiles healthy. We appreciate our clients in the dental field for their hard work and commitment to patient care, and we’re proud to support their financial success as they focus on creating brighter smiles every day.
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Pro tip during tax season from Certified Public Accountant, Paul O'Malley, C.P.A., “Avoid any unnecessary penalties and fees by filing on time. If you can avoid filing an extension, it will mean less problems in the future and less fan mail from our friends at the IRS”. #TaxTips #FinancialAdvice
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Last Thursday, we had a great time celebrating Shaun O'Hare, CFP?’s 30th birthday in the Needham office with pizza and cake! Shaun’s dedication and consistency are truly valued by everyone at Centinel Financial Group, LLC.?Here's to many more great years ahead. Happy birthday, Shaun!
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Julie Patterson just returned from Osaic’s W Forum in Palm Springs, and we couldn’t be more excited for the connections, insights, and inspiration she brought back to Centinel Financial Group, LLC! This annual conference is purposefully crafted to support and uplift female financial professionals, advocating for the advancement of women in wealth management. With a mix of expert speakers, workshops, and networking opportunities, Julie is ready to take on new challenges and continue making an impact. Welcome back, Julie!
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Happy President’s Day from Centinel Financial Group, LLC! Today, we honor the leaders who have shaped our nation's history.?
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