Our Firm


CERES Financial Group, Inc. (CFG)

Making smart financial decisions involves working with professional financial advisors that are knowledgeable, trustworthy, and interested in seeing you succeed with your financial plans.  We are a full-service financial planning and investment advisory firm dedicated to helping clients build assets and achieve their financial goals. 

Our advisors have over 60 years of combined experience in counseling individuals and small business owners on financial planning and wealth management strategies. We are an independent firm that has formed strategic partnerships with some of the largest resources available in the financial services industry. These resources provide some of the most innovative products and services available so that we may customize financial plans tailored to suit our clients needs.

CFG recognizes a responsibility to our clients in providing outstanding service founded on the principles of integrity, objectivity, competence and professionalism. We place great emphasis on client communication and developing long term relationships with our clients.

Our goal is to become your trusted financial advisor. Our commitment is to provide you with straight-forward information, helping you successfully meet your financial goals and to simplify your financial life.


Strength in Partnerships

To learn about our affiliations and strategic partnerships (click here). 

To read New England Financial Leaders as seen in Forbes Magazine (click here).