Florence Financial Group - Florence, Massachusetts

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Florence Financial Group: A Comprehensive Overview

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For individuals and families seeking reliable and knowledgeable financial planning services, Florence Financial Group presents a noteworthy option. Located at 85 Main St, Florence, MA 01062, this firm offers a dedicated approach to helping clients achieve their financial goals. With a phone number of 35861300 and a website at fsbfg.com, Florence Financial Group strives to provide personalized guidance and strategic solutions. This document aims to furnish a detailed account of the firm, encompassing its specialties, location details, relevant information, and client feedback.

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About Florence Financial Group

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Florence Financial Group operates as a dedicated financial planner firm, specializing in assisting clients with a wide array of financial needs. They focus on creating customized strategies designed to address individual circumstances, incorporating elements such as retirement planning, investment management, estate planning, and risk management. The firm’s philosophy centers around building long-term relationships with clients, fostering trust and open communication to ensure that financial plans remain aligned with evolving objectives. Their commitment extends beyond simply providing advice; they actively collaborate with clients to implement these strategies effectively.

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Location and Accessibility

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The firm’s physical location at 85 Main St, Florence, MA 01062, provides a convenient point of contact for clients. It’s situated within a generally accessible area of Florence. Notably, Florence Financial Group has taken significant steps to ensure inclusivity and comfort for all visitors. Specifically, the entrance is wheelchair accessible, as is the parking lot. Furthermore, a wheelchair accessible restroom is available on-site. These features demonstrate a commitment to providing a welcoming environment for everyone. The availability of a restroom further enhances the convenience for clients and staff alike.

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Key Features and Services

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• Financial Planning: The core of their services involves creating comprehensive financial plans tailored to individual client needs.

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• Retirement Planning: They assist clients in planning for a secure and comfortable retirement, considering factors such as savings, investments, and income strategies.

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• Investment Management: Florence Financial Group offers investment management services, helping clients build and manage portfolios aligned with their risk tolerance and financial goals.

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• Estate Planning: They provide guidance on estate planning matters, including wills, trusts, and other legal documents, to ensure assets are distributed according to client wishes.

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• Risk Management: Protecting clients’ assets through insurance and other risk mitigation strategies is a crucial part of their service offering.

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The firm emphasizes a consultative approach, taking the time to understand each client’s unique situation and objectives. They generally recommend appointments to ensure sufficient time is allocated to thoroughly discuss needs and develop a personalized plan.

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Client Feedback and Reputation

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Currently, Florence Financial Group has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed business. The average opinion is 0/5, suggesting a significant opportunity for improvement in client satisfaction. This lack of publicly available feedback highlights the potential for the firm to actively solicit and respond to client testimonials, thereby building a stronger online reputation. It is important to note that a lack of reviews does not necessarily reflect poor service; it may simply indicate a recent establishment or a focus on building relationships through direct engagement.

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Contact Information and Resources

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For further information or to schedule an appointment, prospective clients can contact Florence Financial Group at the following:

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• Address: 85 Main St, Florence, MA 01062

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• Phone: 35861300

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• Website: fsbfg.com

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The firm’s website, fsbfg.com, offers additional details about their services and team. It’s recommended to visit the website to explore their service offerings and understand their approach to financial planning further. The firm’s commitment to accessibility, combined with its services, positions it as a viable option for individuals seeking professional financial guidance.

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