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Testimonial – Dan S.

April 10, 2026 | video

Dan S.

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Generations Retirement Group, LLC_Logo_No LLC-No Tagline-Horizontal-Color

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

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ADV Part 2A

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.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

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. 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.

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