Axial Financial Group

A beautiful day for a great cause. 🩵

Yesterday, our team members came together to participate in the annual Kickball/Wiffleball Tournament benefiting the Gregory T. O’Gorman Memorial Scholarship Fund.

This special event honors the memory of Greg O’Gorman, a valued colleague and friend of CRR Advisors whose impact continues to be felt by so many.

We're grateful to be a part of this day each year, helping carry on Greg’s legacy through community, connection, and scholarships that create opportunities for future students.

Thank you to Axial's Kristen Smith for organizing our team, captain Bill Scotti for keeping us motivated throughout the day, and of course Bob LoPorto for always bringing the fun!

We look forward to seeing everyone out on the field again next year!

Please join us in welcoming our Summer 2026 Interns, William Filosa and Caeleigh Salmon, to the Axial team! ☀️

We're excited to have Will and Caleigh with us this summer as they gain hands-on experience across many areas of our business.

They'll have the opportunity to sit in on meetings, participate in Axial community events, and shadow team members across the organization to learn more about our industry and further develop their skills.

We are thrilled to have them on board and look forward to the fresh perspectives they'll bring to Axial. Welcome, Will and Caleigh!

It's 5/29 — National 529 Day! 🎓

Today's 529 plans can help cover everything from K-12 tuition and apprenticeship program costs to student loan repayment and even Roth IRA rollovers under certain circumstances.

These accounts offer flexibility, tax advantages, and even more ways to invest in your future (and your loved ones' futures) than ever before.

Curious how a 529 plan can fit into your goals? We are here to help.

Did you know that June is one of the most common times of year for financial goals to start slipping off track?

Between summer plans, rising expenses, and busy schedules, it’s easy for good financial habits to take a backseat this time of year.

Join Axial advisors Rich LeBranti, Tracey Brennan-Reale, and Bob LoPorto for a timely conversation designed to help you refocus, make smart adjustments, and finish the rest of the year strong.

Reserve your spot today: 👉🔗 https://us02web.zoom.us/webinar/register/WN_QPiajTnTSJua5wldmIKKVQ #/registration

Your Roth IRA might just be the best financial friend you’ll ever have (with your financial advisor as a close second)....

Why? It's dependable. It's supportive. It grows with you through every stage of life, from buying your first home to planning for education and retirement.

The best friendships only get stronger with time, and your future self might just thank you for making the introduction early.

Today we remember and honor the heroes who gave their lives in service to our country.

As a reminder, our offices, as well as Commonwealth, will be closed in observance of Memorial Day. Wishing our clients, friends, and community a safe holiday weekend.

Do you know where your money goes each month?

For many households in Massachusetts, higher housing and everyday costs take up a larger portion of income, leaving less flexibility with what’s left.

And yes, that may also include games, concerts, and local events (especially in the warmer months for us east-coasters).

When more of your income is already spoken for, having a plan for the rest becomes even more important, whether that's for saving, investing, or spending intentionally.

Take a look at the breakdown… does this feel accurate to you?

We were honored to welcome Commonwealth Financial Network’s senior leadership team to our Burlington office yesterday as part of our extended 20th anniversary celebration!

The visit gave our team members an opportunity to connect, collaborate, and reflect on the strong partnership and relationship we’ve built over the years.

Thank you, Commonwealth leaders, for treating our team to a delicious lunch and recognizing this meaningful milestone with us. We're excited for what’s ahead together!

Happy Thanksgiving from Axial Financial Group! 🦃

During this season of gratitude, we reflect on the relationships that truly matter. We are sincerely thankful for our clients and the trust that is placed in our team throughout the year. Your partnership is what allows us to do meaningful work. 🧡

We hope your Thanksgiving is filled with good company, good food, and a well-deserved moment of rest.

Axial offices will be closed on Thursday, November 27th, and Friday, November 28th. We look forward to reconnecting with you next week.