Wolff Financial Group is a third generation family business with expertise to help with all your business and estate planning needs. We offer a diverse array of products and services tailored to each client's insurance and financial needs.
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More Business Info

"Service Beyond the Contract"

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Business Succession/Continuation Planning
  • Business Transition Planning and Exit Strategies for Family Owned and Closely Held Businesses
  • Advanced Estate Planning
  • Family Protection
  • Non-Qualified Deferred Compensation
  • Retirement & Income Strategies
  • Key-Person Protection
  • Wealth Accumulation & Distribution Strategies
  • Wealth Preservation and Tax Savings Strategies
  • Buy-Sell Funding
  • Executive Benefits
  • Traditional Life Insurance (Universal, Whole & Term)
  • Premium Financed Life Insurance
  • Business Overhead Expense Insurance
  • Disability Income Insurance
  • Fixed Annuities
  • Mutual Funds
  • Individual Retirement Account (IRA)
  • 529 College Savings
  • Disability Buy-Out Insurance
  • Long-Term Care Insurance
Amenities
Wheelchair Accessible
Associations
MassMutual
Category
Financial Services
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