About Us

_{“Responsible representation of individuals, families and businesses who wish to protect, preserve, and grow their wealth. We speak for those who cannot speak for themselves… the children, heirs, employees and charities of our clients.”}

Centinel Financial Group, LLC, a member of the John Hancock Financial Network, has been assisting individuals, families and businesses in the accumulation and protection of wealth since 1967. Our firm has built a reputation as a leader in the financial services industry and as an innovative business partner with our clients. Our success is based on the long-standing relationships we have with our clients and our commitment to excellence in all that we do. With locations throughout Massachusetts and Rhode Island, our firm provides comprehensive financial guidance to our clients and their unique financial needs.
 

"Centinel " is an American Revolutionary term used to signify guarding and protection.  Our brand reflects our commitment to helping oversee and protect the financial wealth and well-being of our clients - no matter how simple or complex their needs maybe.
 

Our firm offers an extensive portfolio of investment and advisory products and services, along with insurance products necessary to help sustain wealth, business and family protection. 
 

A Strategic Partnership

Our affiliation with the John Hancock Financial Network provides us with comprehensive technology and service support as we address the diverse financial needs of our clients.  Together, we achieve our mission of providing quality financial guidance, relationships of trust, and the development of innovative solutions that help our clients achieve their financial goals.
 

Wealth Management

A successful wealth management strategy is one that provides for you and your family today, and helps preserve for future generations. To achieve this success a financial strategy must be comprehensive. That is why we work with you to create a customized strategy that considers your various wealth management needs.

Working closely with your legal and tax advisors, we can help you reach your business and estate planning goals with solutions that will help to maximize your personal benefits, provide creative benefits solutions to help recruit and retain employees, protect against the loss of key employees and create ownership succession strategies. These solutions can help you grow your business and transfer wealth to future generations. Once your customized strategy is in place, we continue to support you by conducting ongoing reviews to help ensure that your plan is on track.

Retirement Savings Plans Executive Compensation Strategies Employee Benefits

Educational Services Key Person Insurance Business Succession Arrangements

A Relationship of Trust

Through our four-step process, we consider your needs and goals as well as a variety of financial information to create a customized wealth management strategy. This process is ongoing, in that we’re here to guide you and make necessary changes to your strategy as years go by.

        Step 1: Consultation
        Step 2: Analysis
        Step 3: Solutions
        Step 4: Monitor and Review

In the Company of Excellence

What makes us different? It’s our personalized approach to helping our clients build, maintain, and protect their assets. It’s our full range of outstanding products and services. It’s our relationships with some of the most respected financial services companies in the marketplace. It is all of these reasons, backed by our commitment to maintain our relationship with you.