Nexus Financial Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

40 Mechanic St Ste 309, Marlborough, Mas...

Phone Number

(508) 351-2991

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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ZI Rank
1
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About Nexus Financial Group

Nexus Financial Group offers financial planning services tailored for individuals, families, and small business owners in the greater Boston area. The firm, headquartered in Northborough, Massachusetts, focuses on comprehensive wealth management, retirement income planning, and personalized financial strategies. Led by Jeanine M. Beratta, the team emphasizes the importance of ongoing support and adjustments to help clients achieve their financial goals throughout different life phases. They also specialize in assisting families with dependents who have special needs and promote socially-responsible investing.Explore more
Popular SearchesNexus Financial GroupCetera Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Nexus Financial Group Org Chart

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JB
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Compare insights from companies similar to Nexus Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nexus Financial Group

<$5M
1-10
Private
-
-
JB
Jeanine BerattaFinancial Advisor
$6.3M
11-50
Private
-
1976
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1998
BO
Brian O'DellVice President, CFP CERTIFIED FINANCIAL PLANNER Professional
<$5M
1-10
Private
-
2013
GB
George BellOperations Specialist
<$5M
1-10
Private
<$5M
-
Elyse Jurman, President at Diversified Financial Solutions Wealth Management
Elyse JurmanPresident
<$5M
1-10
Private
-
-
CO
Cara OllerClient Service Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nexus Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nexus Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nexus Financial Group.

Nexus Financial Group Tech Stack

A closer look at the technologies used by Nexus Financial Group

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Frequently Asked Questions Regarding Nexus Financial Group

What is Nexus Financial Group's official website?
Nexus Financial Group's official website is www.nexusfinancialgrp.com
What is Nexus Financial Group's Revenue?
Nexus Financial Group's revenue is <$5 Million
What is Nexus Financial Group's SIC code?
Nexus Financial Group's SIC: 62,628
What is Nexus Financial Group's NAICS code?
Nexus Financial Group's NAICS: 52,523
How many employees does Nexus Financial Group have?
Nexus Financial Group has 1-10 employees
What industry does Nexus Financial Group belong to?
Nexus Financial Group is in the industry of: Finance, Securities Trading
What is Nexus Financial Group competition?
Nexus Financial Group top competitors include: Nabell Winslow Investments, MAGIS Financial Partners, First Allied, Diversifiedfinancialbenefits Salem
What technology does Nexus Financial Group use?
Some of the popular technologies that Nexus Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Nexus Financial Group?
Nexus Financial Group contact info: Phone number: (508) 351-2991 Website: www.nexusfinancialgrp.com
What does Nexus Financial Group do?

Nexus Financial Group offers financial planning services tailored for individuals, families, and small business owners in the greater Boston area. The firm, headquartered in Northborough, Massachusetts, focuses on comprehensive wealth management, retirement income planning, and personalized financial strategies. Led by Jeanine M. Beratta, the team... emphasizes the importance of ongoing support and adjustments to help clients achieve their financial goals throughout different life phases. They also specialize in assisting families with dependents who have special needs and promote socially-responsible investing.Read More

Is Nexus Financial Group a public company?
Nexus Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Nexus Financial Group

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