SMB Financial Strategies

The Burlington MA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Affinia Financial Group, now a part of Sequoia Financial Group, is a trusted financial advisory firm based in Burlington, MA. They prioritize understanding their clients' unique situations and aspirations, offering comprehensive financial planning and fiduciary investment management services to help individuals and families make informed decisions about their money. With a nationally recognized specialty practice in Special Needs Financial Planning, Affinia Financial Group provides expert guidance for families planning for the future and the lifelong needs of their children with disabilities. Their team of experienced professionals takes a personal approach, offering empathy and support throughout the planning process.Generated from the website

Summit Financial in Burlington, MA, emphasizes a consultative approach in building meaningful relationships with clients, beginning with engaging conversations. Their culture fosters collaboration across various divisions, ensuring clients receive high standards of service and beneficial interactions whether working with a single team or multiple services. Prioritizing the long view over short-term gains, Summit Financial focuses on enhancing the quality and performance of investment plans and client relationships amidst market fluctuations. This commitment to collaborative achievement reflects their belief that successful outcomes come from a combination of professional partnerships and thoughtful financial strategies. Generated from the website