Louis V Sorgi Jr., Esq.

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Why stress over retirement when

you can simplify ?

To learn how we can help turn your retirement concerns and confusion into confidence, schedule your 15-minute Retirement Strategy Session today! Or give us a call at 781.535.6133.

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45 Braintree Hill Office Park | Suite 302
Braintree, MA 02184
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1400 Computer Drive | Suite 115
Westborough, MA 01581
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781.535.6133

[email protected]

Investment advisory services offered through Generations Retirement Group, LLC, a Registered Investment Adviser in Massachusetts. Licensed Insurance Professionals.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Generations Retirement Group, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

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Investment advisory services offered through Generations Retirement Group, LLC, a Registered Investment Adviser in Massachusetts. Licensed Insurance Professionals.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Generations Retirement Group, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 2364786 - 5/24

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Louis V Sorgi Jr., Esq.

you can simplify ?

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