Close Alert
A Note to our Clients about the COVID-19 Virus:

As Wolff Financial Group closely monitors the situation around COVID-19, we are striving to ensure the health and safety of our advisors, staff, and clients. We are exercising an abundance of caution to best protect our community while continuing to provide you with the exceptional guidance and support you deserve. We have made the decision to postpone all in-person meetings effective Tuesday, March 17th. During this time, our advisors and staff members will continue to be available for you so please don't hesitate to contact us directly if you have additional questions or concerns. We will continue to monitor the situation and communicate updates as they become available. Thank you for your continued business, support, and understanding. Stay safe!

 

Investments/Wealth Management

Photo: family walking in a field in the sunshine

Wolff Financial Group, LLC offers a broad range of products and services to help our clients achieve financial security and independence. Investment products and services offered include:

Services Provided:

Strategies:

  • Personal Wealth Management
  • Professionally Managed Advisory Portfolios
  • Asset Allocation and Portfolio Diversification
  • Multi-generational Family Wealth Transfer
  • Retirement Income Strategies
  • Tax-Efficient Strategies
  • College Savings Techniques

Products Offered:

  • Mutual Funds, ETFs, Stocks and Bonds
  • 401(k) Plans/Profit Sharing Plans
  • Individual Retirement Accounts (IRAs)
    • Traditional
    • Roth
    • Simple
    • SEP
  • Deferred Compensation Plans
  • Variable and Fixed Annuities
  • College/529 Plans

Disclosure: Not all representatives are licensed to offer all products and services.

We have advisors licensed to sell insurance in the following jurisdictions: AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, ME, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT
Keith's CA License #0G77912, State of Domicile: CT
Randi's CA License #0L78246; State of Domicile: CT

We have advisors licensed to sell securities in the following jurisdictions: CA, CO, CT, FL, GA, IN, ME, MA, MI, NH, NY, NC, OH, OR, PA, RI, SC, TX, VA, VT
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wolff Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. CRN202101-240627

broker check finra
Back to top