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Financial Planning Practice
The Bostonian Group provides personal attention and comprehensive planning advice for you in the areas of individual financial planning, wealth management and personal insurance.

Individual Financial Planning
By understanding your goals, aspirations and concerns we can develop a unique vision statement that becomes the heart of a customized financial plan. Areas of expertise include:

  • Financial planning
  • Investment planning
  • Retirement planning
  • Estate planning
  • Insurance planning
  • Income tax planning
  • College planning
  • Asset, cash-flow and debt management

Wealth Management Services
By listening to you we can create a flexible, objective and tax efficient portfolio that we will monitor regularly to ensure that it continues to fulfill your financial planning goals. Utilizing advanced research tools and state-of-the-art technology we are able to offer you leading edge money management capabilities.

Personal Insurance
Preparing for the unexpected is a critical component in ensuring the success of your financial plan. Using best-in-class insurance products we are able to mitigate these risks for you in the areas of death, disability and long-term care.

Corporate Financial Planning
Our financial education classes give employers the opportunity to provide a unique low-cost employee benefit that helps educate employees on how to plan for their long-term financial future. Topics include but are not limited to, financial management, retirement, college planning, estate planning and long-term care.

For more information call The Bostonian Group today at 617-587-2300 and ask to speak to a Bostonian Group Financial Planning Practice consultant.


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Four Copley Place | 6th Floor | Boston, Massachusetts 02116 | 617-587-2300
SECURITIES OFFERED EXCLUSIVELY THROUGH RAYMOND JAMES FINANCIAL SERVICES, INC MEMBER NASD/SIPC No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered representatives of Raymond James Financial Services, Inc whose identities and associations with The Bostonian Group are disclosed on this site may discuss securities or transact business with persons who are residents of the fifty states in the United States.
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