About Laurel Financial Group
Founded in 1987, we are an independent investment advisory firm which means
we are not tied to any investment product line and have full autonomy to do what is in the best interest for you.
We are Planners
Here at Laurel Financial our advisors are planners, not traders—an important distinction to make with online trading platforms becoming popular. Our advice is centered around reaching your goals and assessing what is realistically needed to achieve them. We are not stock pickers who are here to make you a quick buck. We seek long-term planning relationships with our clients.
Our advisors at Laurel Financial are well versed in retirement planning, college savings planning, debt management strategies, estate planning, and retirement income planning. We can provide health and life insurance policies as part of, or separately from, a financial plan as well.
Dedicated and Personal Support
Our advisors take a personalized and holistic approach to planning for you. The combined experience of our group has led us as a company to use individualized portfolio and insurance solutions as opposed to the model portfolio approach that many other firms use. This allows us to know how every piece of your plan will contribute to guiding you through any difficult times that may lie ahead on your road to retirement.
At Laurel Financial Group, we use the broker/dealer services of Commonwealth Financial Network in Waltham, Massachusetts. The fourth largest independent broker/dealer in the country,* Commonwealth is one of the premier Registered Investment Adviser–independent broker/dealers in the business.