Centinel Financial Group

Needham Metrowest
781-446-5006

Business Details

Helping the Ashland Community with the accumulation and protection of their wealth.

Since 1993, Adam Sachs, CFP®, CLU®, ChFC®, CLTC, AIF® and his team have been  dedicated to guiding pre-retirees to develop a customized retirement accumulation, distribution, and protection plan that they can be held accountable to and can enjoy the unique experience of owning. Our process begins with understanding our clients’ unique situation, analyzing their goals and objectives, inspiring them to take action, while continuing to monitor and review progress as they move throughout their life.

By building personal relationships, working as a team with our clients and other trusted advisors, we bring firsthand knowledge of the challenges that will be faced by our clients.

 

Type:
Agent/Representative
Keywords:

Community Service

We support the following organizations:

Cystic Fibrosis

Find the Causes Breast Cancer Foundation

American Cancer Society

National Association of Insurance and Financial Advisors

Babson College Alumni

Theta Chi Alumni Group

Ashland Business Association

 

 

Needham Metrowest
781-446-5006
781-446-5050

Contact Persons

Adam Sachs, CFP®, CLU®, ChFC®, CLTC, AIF® (+)
asachs@centinelfg.com
781-446-5050
Adam Marino, CFP®, CLTC (+)
amarino@centinelfg.com
781-446-5050

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About the ABA

The Ashland Business Association (ABA) is a group of business owners, executives, managers, and employees working together to foster ties between business and community. The ABA is dedicated to increasing profitability and visibility for its members, and to advocating for a positive business environment within the Town of Ashland.

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