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