Investments/Wealth Management

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

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

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.

About

Insurance

We have advisors licensed to sell insurance in the following jurisdictions: AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, ME, MA, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT

Keith Wolff's CA Insurance License #0G77912, State of Domicile: CT

Randi Saboski's CA Insurance License #0L78246; State of Domicile: CT

Benjamin Marlor's CA Insurance License #4381369; 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, NJ, 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. OSJ: One Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

CRN202709-6939073

Wolff Financial Group

Wolff Financial Group, LLC
201 E. Center Street, Suite 100
Manchester, CT 06040

Tel. 860.783.5420

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