Nexus Financial Group

Financial Advisor

(508) 351-2991
jberatta@nexusfinancialgrp.com

Helping You Achieve Your Financial Goals 

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. 

Our Approach is Friendly, Compassionate and Comprehensive.

Your Interests Come First 
Your best interests are at the forefront of our every recommendation. The advice we provide you is always aligned with the goals of the personalized financial plan we help build for you. 

Individualized Financial Planning 
At Nexus Financial Group, every client receives a personalized financial plan. We work with you one-on-one to identify your lifetime goals and explore your passions, while also identifying obstacles that could derail your plan. 

Once we have a thorough understanding of your financial objectives and obligations, only then do we move forward in helping you build a financial plan that defines the steps you need to take to help achieve your long-term financial goals. 

No two financial plans are alike. 

SPECIALIZED FINANCIAL SERVICE 
Special Needs Planning 
Families with a special needs dependents often have very unique financial requirements. We help families plan for their dependent’s future by positioning them to qualify for SSI, while ensuring a comfortable lifestyle.

Our Clients 
Our clients primarily live, work and play in the greater Worcester and Assabet Valley areas including Southborough, Marlborough, Berlin, Boylston, Shrewsbury, Westborough and many other neighboring towns. They’re people just like you – professionals, families and small business owners – seeking to achieve financial goals and experience a life of fulfillment and happiness. 

WELCOMING NEW CLIENTS & Helping to Build Stronger Futures 
If you’re seeking financial guidance to help grow your assets, protect the ones you love, and plan for an enjoyable retirement, contact Nexus Financial Group for a complimentary, no obligation financial consultation. Together, we’ll build a financial plan that helps to strengthen your future.