At Centinel Financial Group, LLC, we're grateful for the wonderful community we share and the opportunities we have to make a positive impact. Watch the video below to see some of our Needham team members and associates reflect on what they are most grateful for this year. We wish you a happy and healthy Thanksgiving! ????
Centinel Financial Group, LLC
金融服务
Needham Heights，MA 778 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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As you prep for Black Friday, keep your financial goals in mind! Here are three tips from Centinel Financial Group, LLC to help you shop wisely: 1?. Plan Ahead: Research prices in advance to recognize real discounts and make a list to stay focused on what you need. 2?. Set a Budget: Avoid impulse buys by setting a spending limit that aligns with your financial plan. 3?. Compare Prices: Use apps or websites to find the best deals so you can maximize your savings without compromising your goals.?
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Investments Day gives us an opportunity to highlight the significance of smart financial decisions. As Gregory Fortier, CFA says, "Investing wisely means securing opportunities for growth, security, and legacy." Take this sign to review your investment strategy—whether you're aiming to build wealth, secure your financial future, or leave a legacy for generations to come. A strategic and well-informed plan today will pave the way for lasting success. #InvestmentsDay
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At Centinel Financial Group, LLC giving back is part of who we are. This National Philanthropy Day, we highlight the organizations that our team supports- from advancing cancer research with the Joe Andruzzi Foundation, to providing essentials for children in need with Cradles to Crayons Massachusetts, Centinel is proud to do our part to strengthen our communities alongside these impactful organizations. #NationalPhilanthropyDay
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Centinel Financial Group, LLC had a lovely evening at The Federal in Waltham, enjoying an appreciation dinner for our Needham Associates, hosted in collaboration with Nick Buonamico, CRPC? from Brighthouse Financial. We were joined by Mark Claybourn and Kevin Furtado for a night of great conversation and camaraderie. Here's to our outstanding team and the strong partnerships that drive our success.
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November is Long-Term Care Awareness Month—a vital time to recognize the importance of planning for the future. As Erica Mellone, CFP? aptly said, "The need for Long Term Care Planning is not just for you, it is for your loved ones too.” Take this month to consider how you can be prepared, proactive, and informed about long-term care options.
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Today, we honor the brave men and women who have served our country. At Centinel Financial Group, LLC, we recognize the sacrifices of our veterans and are committed to supporting them in achieving their financial goals. Thank you for your service!
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Congratulations to two Centinel Financial Group, LLC associates on their recent weddings! Shaun O'Hare, CFP? tied the knot with Julie Hagopian on October 13th at the Graduate Hotel in Providence, RI. The Needham office is thrilled to welcome Shaun back after a memorable honeymoon in Hawaii! On November 1st, Brittany Russell, CFP? BFA? married Sabastian Porter at a beautiful winery in Plymouth, MA. We’re looking forward to seeing the photos from their upcoming honeymoon in Greece this spring! Wishing Brittany, Shaun, and their partners a lifetime of love, laughter, and joy as they begin this new chapter.
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Election Day 2024 is here! Just like planning for your financial future, every vote shapes the road ahead. Centinel Financial Group, LLC encourages everyone to make their voices heard and go vote today!
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