Axial takes a holistic approach to wealth management, an approach that coordinates all aspects of you and your employee's financial life to ensure all of your professionals work in a team format to simplify the decision making process and have one common goal, your best interests.
Providing a comprehensive and customized analysis of your overall financial condition will allow you to set goals, complete the issues at hand and help protect and grow your wealth. At Axial we work with our clients to create what becomes a personal business plan, then help implement, benchmark and adjust the plan where necessary.
In essence we become your personal financial quarterback, guiding and integrating the various moving pieces of your financial plan and coordinating our effort with that of your external professionals to ensure your financial blind spots are addressed and completed in a timely manner.
Many of these services can be bundled or un-bundled to tailor to the needs of your key executives and employees.
Customized Financial & Wealth Management Planning:
Asset Management:
Risk Management & Asset Protection:
The Axial Company is a privately-held, independent financial services firm specializing in wealth management, corporate employee benefits, and insurance. Our integrated approach to serving the needs of our clients on a wide array of business and personal matters enables our clients to seamlessly interact with us across all divisions; Axial Financial Group LLC, Axial Benefits Group LLC, and Axial Insurance Group LLC.
[fa icon="caret-right"] Wealth Management
Accumulation
Risk Management
Taxation
Business Planning
Retirement Planning
Estate Planning
[fa icon="caret-right"] Employee Benefits
Group Purchasing Coalitions
Corporate Health Insurance
Corporate 401(k) Plans
Executive Benefits
Executive Wealth Management
[fa icon="caret-right"] Corporate Insurance
Professional (E&O) Insurance
Workers' Compensation
D&O Liability Insurance
General Liability
Auto (Fleet) Insurance
Burlington, MA
5 Burlington Woods
Burlington, MA
01803
888-408-6937
AFG 781-273-1400
ABG 781-273-1425
info@axialfg.com
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Hyannis, MA
540 Main Street
Hyannis, MA
02601
508-771-4992
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Marina Bay-Quincy, MA
304 Victory Road, Suite 300
Quincy, MA
01803
888-408-6937
617-934-0974
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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. Fixed insurance products and services offered by Axial Benefits Group and AxialFoy Insurance are separate and unrelated to Commonwealth.
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View Commonwealth Financial's Privacy Notice Here.
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The Axial "A" logo, PINCAP®, and PCMI® are registered trademarks of Axial Financial Network, LLC, and/or its affiliates. The marks "Centered on You"℠, AFG℠, ABG℠, AFP℠, Swift Financial Services℠, Axial Financial Group℠, Axial Benefits Group℠, Axial Financial Partners℠, Axial Insurance Group℠, and the Axial Family of Companies℠ are proprietary Service Marks of Axial Financial Network, LLC. All rights reserved.