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West Hartford, CT | Comprehensive Financial Planning — New England . . . Individually Focused Financial Planning For New England and Beyond For over 100 years, our firm has proudly developed solutions for a wide range of clients throughout New England and the United States As a group, we focus on providing a path to give you the highest likelihood of success - both financially and personally
New England Financial Group Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC New England Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies 1 Marina Park Drive, 16th floor, Boston, MA 02110 617-585-4500
West Hartford, CT | Personal Financial View - New England Financial Group Up-to-date monitoring of your financial picture; Investment allocation across all money types; Details by holding for asset class and sector analysis; Secure online “vault” for documents; Taking advantage of this system provides a single access point to securely view all of your financial accounts, tax and legal documents and insurance
Brian J. Waddell, RICP® , AIF® - New England Financial Group Financial Planner and Wealth Management Advisor P: (860) 313-4857 F: (860) 521-2214 E: brianwaddell@baystatefinancial com "I serve as a wealth advisor primarily to a small group of successful business owners and executives who, among other things, aspire to a work optional lifestyle "
James W. Marlor, Jr. — New England Financial Group Partner and Financial Advisor P: (860) 313-4837 F: (860) 521-0384 E: jmarlor@baystatefinancial com Since July of 1990, Jim Marlor has been in the insurance and investment industry Jim started his career as an insurance investment representative with New England Financial
David Morales — New England Financial Group As a Financial Advisor, David’s mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom He is trained and licensed to provide financial solutions to his clients and prospects