Nexa Financial Group

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Nexa Financial Group

5 Saint John Street
North Haven, CT 06473
Phone: (203) 239-1099

Locations:
  • North Haven, CT
Website(s):
Total Office Members: 3
Total Advisors: 2
Description:

Nexa Financial Group is a holistic wealth management firm. We serve the needs of highly compensated individuals who are executives or senior employees mostly in technology, medicine or professional services by providing them with financial advice as they grow their wealth and transition into retirement. Founded by Tom Morrone in 1993, the firm is now run by Paul Morrone CFP®, CPA/PFS who has over 15 years of experience in wealth management and accounting.

Open to expansion in the following regions: Minnesota
Our Focus Areas
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Female Clients
  • Consultation Services
  • Insurance
We Offer
  • Office Space
  • Health Insurance
  • W2
  • 1099
  • TPMM Access
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: Salesforce & Redtail
  • Financial Planning: eMoney
  • Trading Platform: Orion & Enhanced Trading
  • Performance Reporting: Orion & ClientWorks
  • Client Portal: eMoney & ClientWorks
  • 401(k) Software: Pontera
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • LPL Financial
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Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630