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Mutligenerational Planning

The Whole Family is a Client

The Whole Family is a Client

At New England Advisor Group, we focus on providing comprehensive investment and protection solutions to families, small businesses, and professionals.  With a focus on multi-generational planning, we work with clients throughout their lives to align their wealth with their values and build on family legacy while also providing service to clients’ children and grandchildren.  

We take a team approach, believing that collaboration among individuals with specific areas of expertise enables us to look at complex issues from several perspectives to create strategies and tactics for our clients to meet their long-term goals.

New England Advisor Group is supported by the extensive resources at Barnum Financial Group, including its Wealth Strategies Division, a team of consultants experienced and trained in individual and business planning issues.