Nexus Financial Group, located in Marlborough, MA, is a trusted provider of comprehensive financial planning services for individuals, families, and small business owners. Led by Jeanine M. Beratta, a seasoned professional with over 14 years of experience in the industry, the team at Nexus Financial Group specializes in wealth management and retirement planning, offering tailored, client-centric solutions to help clients pursue their financial goals.
With a focus on the planning mindset, Nexus Financial Group goes beyond investing to address critical elements such as tax savings strategies, estate planning, business succession, and understanding government benefits. By providing personalized advice and ongoing monitoring, they guide clients through each financial milestone, helping them manage their lifetime financial goals and achieve an enjoyable retirement.
Generated from the website