Ceres Financial Group, Inc.
Ceres Financial Group, Inc. (CRD# 129086) is a financial advisory firm headquartered in Stoughton, MA. They manage $19,856,185 in 93 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$213,507
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Michele Russell (CRD# 3246030) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Stoughton, MA and has over 18 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.
Jonathan Busa (CRD# 2360394) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Fort Myers, FL and has over 24 years of experience in the finance industry.
Steven Hocheiser (CRD# 5081770) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Westborough, MA and has over 11 years of experience in the finance industry.