Ceres Financial Group, Inc.

Ceres Financial Group, Inc. (CRD# 129086) is a financial advisory firm headquartered in Stoughton, MA. They manage $15,535,109 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $172,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA

Financial Advisors at Ceres Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michele A. Russell
CRD#: 3246030
909 Washington Street, Suite 202, Stoughton, MA 02072
96
Wealthminder
score

Michele Russell (CRD# 3246030) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Stoughton, MA and has over 17 years of experience in the finance industry. Michele Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan J. Busa
CRD#: 2360394
909 Washington Street, Suite 202, Stoughton, MA 02072
93
Wealthminder
score

Jonathan Busa (CRD# 2360394) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Stoughton, MA and has over 23 years of experience in the finance industry.

3
Steven D. Hocheiser
CRD#: 5081770
909 Washington Street, Suite 202, Stoughton, MA 02072
93
Wealthminder
score

Steven Hocheiser (CRD# 5081770) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Stoughton, MA and has over 10 years of experience in the finance industry.

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