The alliance of Axial Financial Group, LLC and Schwartz & Schwartz, PC brings together two established and independent financial services firms to provide “one-stop financial shopping” to Schwartz & Schwartz clients. The combined venture allows clients to continue their established relationship with Schwartz & Schwartz, and receive the added benefit of personal and corporate wealth management.
Meeting with you in our offices in Woburn, Axial Financial Group can provide you with customized investment advisory services by utilizing a comprehensive wealth management plan and corporate benefit and retirement plan solutions. The firm’s services are wide ranging but with one common thread: a focus on risk management while helping clients achieve their personal financial goals.
For a complimentary and no obligation review of your current financial situation, including a full wealth management plan presentation, please contact Matt Metraw, Wealth Management Consultant, of Axial Financial Group at 781.938.0045 or email firstname.lastname@example.org.
The financial advisors of Axial Financial Group are located at 5 Burlington Woods, Suite 102, Burlington MA 01803, Phone: 781-273-1400. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment advisor. Fixed insurance products and services offered by Axial Financial Group or Axial-Foy Insurance. Axial Financial Group and Axial-Foy Insurance are separate and unrelated to Commonwealth.