Your dreams. Our expertise.
We’ve got this.
We’re on a mission to help hardworking people from all walks of life realize the value of financial planning and investing.
FINANCIAL PLANNING
Our planning process pairs your financial situation with your personal values and goals.
PORTFOLIO MANAGEMENT
We adhere to time-tested investing principles that meet our clients’ long term expectations in the presence of low fees and transaction costs.
RETIREMENT PLANNING
Make sure your assets last for the rest of your lifetime and enjoy your retirement as you would like.
LIFE
CHANGES
Our caring financial advisors can help to bring you greater peace of mind during life’s twists and turns.
More Than An Advisor
At Topsfield Financial Group, you become part of our family — and we join yours. We use first names, remember our last discussion, and we’ll always be there for you when you need us.
As fiduciaries, our clients’ interests come first. Yet to help you get to where you need to be in the future, we need to be more than just advisors.
Our aim is to become a trusted partner — a team member you trust enough to share your story and invest your assets with. We walk your path with you, and adapt with you as life unfolds.
Happy Clients
Everyone deserves quality financial planning and portfolio management.
7 Grove Street, Suite 301
Topsfield, MA 01983
P: 978-887-6778
F: 978-887-9507
Advisory services offered through Novem Group, SEC-Registered Investment Advisers. Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Topsfield Financial Group, Novem Group, and APFS are unaffiliated entities. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Topsfield Financial Group, Novem Group, or APFS and have not been reviewed for completeness or accuracy. Information has been obtained from sources believed to be reliable and are subject to change without notification.Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results.