January 24, 2022
LCG Financial Partners, a recently-formed division of Lucia Capital Group serving independent financial advisors, announces another advisor team partnership: the Nexus Financial Group.
Based in the beautiful town of Northborough, a suburb of Central Massachusetts, Nexus Financial Group provides wealth management, retirement income planning and financial planning services to individuals, families and small business owners. Their team of financial advisors and consultants has more than 30 years of combined experience within the financial services industry, with the objective of guiding their clients through budgeting, saving, planning and investing, and an eye toward reducing risk and maximizing return.
Raymond J. Lucia, Jr., CEO of LCG Financial Partners, said, “We are thrilled to be working with the team of professionals at Nexus Financial Group. The trust and loyalty they’ve built with their clients over the years is tremendous, and their client-first business model fits perfectly with what we’ve espoused from the beginning. I’m really excited to be working with Nexus as we continue LCG Financial Partners’ east coast affiliations.”
“Our clients’ best interests are at the forefront of our every recommendation,” said Jeanine M. Beratta, principal advisor at Nexus Financial Group. “The advice we provide is always aligned with the goals of the personalized financial plan we help build for every one of our clients. This new partnership with LCG Financial Partners will allow us to focus solely on continuing to provide those clients with the best financial advice to help them achieve their goals.”
Joseph P. Lucia, President of Lucia Capital Group, said, “We welcome the team at Nexus Financial Group to our LCG Financial Partners family, and it’s an honor for us to provide them with all the support they need to service their client base. As we do with all of our partners, we are strictly committed to supporting the advisor’s vision for their practice through our differentiated services, integrated technology, innovative business resources and our affiliation with LPL Financial.”
About LCG Financial Partners
LCG Financial Partners is a $2 billion wealth management platform business affiliated with LPL Financial. LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors, in-house asset management, advisor technology platform, transition assistance, digital marketing, prospective client referrals, and their flagship retirement income illustration program, The Bucket Strategy®. For more information on Lucia Capital Partners, visit https://www.lcgfinancialpartners.com
About Nexus Financial Group
The Nexus Financial Group team of financial advisors and consultants has more than 30 years of combined experience within the financial services industry. Our objective is to guide you through budgeting, saving, planning and investing, with an eye toward reducing risk and maximizing return. For more information about Nexus Financial Group, visit https://nexusfinancialgrp.com