Emily Mullane

Wealth Management Consultant @Axial Financial Group

Hyannis, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Wealth Management Consultant @Axial Financial Group

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Hyannis, MA, US

EDUCATION

2003 — 2007

University of Massachusetts System

Bachelor's Degree

2010 — 2013

New England College

Master's Degree

SKILLS

Key Person InsuranceLifetime Income StrategiesCharitiesLife InsuranceFinanceLeadershipGifting StrategiesLife Insurance StrategiesTrainingInsuranceWealthLicensed in Long Term Care InsuranceCharitable GiftingLicensed Life Insurance AgentLong Term Care InsuranceAsset ProtectionRetirement PlanningSupplements to Employee BenefitsManagementTeam BuildingPermanent Life InsuranceMarketingStrategic PlanningWealth Transfer StrategiesBusiness Insurance PlanningWealth ManagementTaxTerm Life InsurancePersonal FinanceBusiness Exit StrategySalesPublic SpeakingEstate PlanningBuy-Sell AgreementsRetirementAnnuity SalesCustomer ServiceSmall BusinessBookkeepingRisk Management

ABOUT EMILY MULLANE

My passion is educating and empowering my clients and those around me to live their dreams and pursue their financial goals. I love getting to know people and hear their unique stories and perspectives. This passion helps me to provide a tailored approach to wealth management by listening to a client\'s needs and understanding their goals. I was born and raised in Falmouth, Massachusetts, except for a portion of my childhood spent in the lovely seaside community of Venice, Florida, which I still enjoy visiting. I love living on Cape Cod and am happy I get to raise my children in this beautiful community.At Axial Financial Group, we take an integrated approach to wealth management. As Investment Adviser Representatives of Commonwealth Financial Network®, a Registered Investment Adviser, we are driven by a deep understanding of your needs and goals. Whether it\'s helping individuals plan for retirement, or assisting business owners implement a company retirement plan, we offer a comprehensive array of financial services. In addition, we work with attorneys, accountants, and other client advisors to ensure that our clients have all the tools, information, and guidance to reach their goals.The Financial Advisor associated with this profile may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.Please review our Terms of Use here: Axial Financial Group 540 Main Street, Suite 16A, Hyannis, MA 02601.

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