Boston Independence Group in Westborough, Massachusetts

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Boston Independence Group



Main Headquarters:
182 Turnpike Road, Suite 227
Westborough, Massachusetts, 01581

Phone Number:
(877) 772-1776


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Boston Independence Group provides services in the field of Financial Planning Consultants. The business is located in Westborough, Massachusetts, United States. Their telephone number is (877) 772-1776.

Go back to: Financial Planning Consultants

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Listing ID: MA-354589

About Us

Boston Independence Group’s mission is to provide New England retirees with safe money strategies to protect and grow their wealth. With a focus on retirement planning, we offer expertise in the following services: Retirement Income Strategies, Annuities, Life Insurance, Asset Protection, Tax Minimization strategies and Long-Term Care.

Advisory Services offered through Change Path, LLC an Investment Adviser. Boston Independence Group and Change Path, LLC are not affiliated.

Hours of Operation:
Monday :9:00 AM - 5:00 PM
Tuesday :9:00 AM - 5:00 PM
Wednesday :9:00 AM - 5:00 PM
Thursday :9:00 AM - 5:00 PM
Friday :9:00 AM - 5:00 PM
Saturday :closed
Sunday :closed
Categories
  • Financial Planning Consultants
Services
  • Retirement Tax Strategy and Minimization
  • Investment and Wealth Planning
  • Retirement Income Planning
  • Roth IRA Conversions
  • Social Security Timing and Optimization
  • Rollover Strategies for 401(k)s
  • Legacy and Estate Planning
  • Long-Term Care Planning
Emails
  • :gerry@bostonindependencegroup.com
Year Established
  • 2012

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Helpful Tip for: Financial Planning Consultants

Financial planning consultants in Westborough are professionals who deal with proper planning of all finance related issues of their clients. Before working, the client must ensure that the consultant is trustworthy so that there is no misuse of information.



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