Advisor at Wexler Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Brookfield, MA
Credentials
Series 63, Series 66
Industry experience
5 years
Jeffrey Wexler is a financial advisor at Wexler Financial Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously operated businesses providing document translation services under Wexler Enterprises, LLC. Prior to founding his current firm, he worked at Transamerica Financial Advisors and World Financial Group. Wexler Financial Group offers investment management, financial planning, consulting, and insurance producer services to pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a client-specific process to implement asset-allocation portfolios using a range of investment tools and serves both individual and institutional clients, combining registered advisory and licensed insurance services.
Based on Wexler Financial Group
Based on Wexler Financial Group
Based on Wexler Financial Group
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
$100 - $300 per hour depending on curriculum, complexity, and participant characteristics
Brookfield, MA
Massachusetts
Wexler Enterprises, LLC d/b/a Wexler Financial Group
2020 - Present (6 years)
Transamerica Financial Advisors, Inc
2018 - 2020 (2 years)
World Financial Group, INC.
2018 - 2020 (2 years)
Wexler Enterprises, LLC d/b/a Wexler Solutions
2016 - 2022 (6 years)
Wexler Enterprises, LLC d/b/a Assured Language Solutions
2002 - 2022 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Rochdale, MA
Forsman Financial Services
Jeffrey Forsman is the principal of Forsman Financial Services and holds a Series 65 designation. He has experience in accounting and tax planning through his separate CPA practice, Jeffrey Forsman CPA Inc, which provides tax compliance and planning services for individuals and small businesses. Prior to founding his advisory firm, he worked at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a combination of fundamental company analysis and modern portfolio theory, utilizing both passive and active investment vehicles, and offers discretionary and non-discretionary investment management.
CFP®, Series 63, Series 65
West Brookfield, MA
Able Financial Planning, Inc.
John Estrella is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has managed his independent advisory and mortgage brokerage businesses since 2005. In addition to his advisory work, he oversees mortgage origination activities as president of Able Mortgage Inc. Able Financial Planning, Inc. provides investment advisory and financial planning services to individuals and various institutional clients, including pension plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management using a range of investment strategies and maintains affiliated services in insurance placement, mortgage origination, and tax preparation.
CFA®
Jefferson, MA
Beantown Financial Advisors LLC
Joseph Somerset is a CFA® charterholder with 20 years of experience in the financial industry. He founded and has operated Beantown Financial Advisors LLC since 2003 and previously worked at Bentley University from 2011 to 2017. Beantown Financial Advisors provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm focuses on strategic asset allocation and global diversification using primarily no-load and low-load mutual funds and ETFs, offering discretionary investment management and limited-scope hourly planning engagements under written agreements.
CFA®
Holden, MA
Assabet Advisors, LLC
Series 65
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Series 65
Holden, MA
Assabet Advisors, LLC
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