Axial Financial Group
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Fixed insurance products and services are separate from and not offered through Commonwealth. This communication is strictly intended for individuals in: AR,AZ,CA,CO,CT,DC,DE,FL,GA,IL,IN,KS,MA,MD,ME,MI,MN,MO,MS,MT,NC,NE,NH,NJ,NM,NV,NY,OH,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI. No offers may be made or accepted from any resident outside these states due to various state and registration requirements rega
05/29/2026
It's 5/29 — National 529 Day! 🎓
Today's 529 plans can help cover everything from K-12 tuition and apprenticeship program costs to student loan repayment and even Roth IRA rollovers under certain circumstances.
These accounts offer flexibility, tax advantages, and even more ways to invest in your future (and your loved ones' futures) than ever before.
Curious how a 529 plan can fit into your goals? We are here to help.
05/28/2026
Did you know that June is one of the most common times of year for financial goals to start slipping off track?
Between summer plans, rising expenses, and busy schedules, it’s easy for good financial habits to take a backseat this time of year.
Join Axial advisors Rich LeBranti, Tracey Brennan-Reale, and Bob LoPorto for a timely conversation designed to help you refocus, make smart adjustments, and finish the rest of the year strong.
Reserve your spot today: 👉🔗 https://us02web.zoom.us/webinar/register/WN_QPiajTnTSJua5wldmIKKVQ #/registration
05/25/2026
Today we remember and honor the heroes who gave their lives in service to our country.
As a reminder, our offices, as well as Commonwealth, will be closed in observance of Memorial Day. Wishing our clients, friends, and community a safe holiday weekend.
Click here to claim your Sponsored Listing.
