Where your financial vision comes to life.

Our focus is on you.

Finding the right financial strategy starts with advisors who know more than your objectives. They know you by name. They also know you want solutions crafted to meet your individual needs. Whether it's investment guidance, choosing the right retirement strategies, or planning for a fulfilling future, the knowledgeable investment professionals at Florence Financial Group have the experience to help address the needs of families, businesses, and nonprofits.

Homegrown guidance.

We take investing personally, and you should too. You’ve got goals to achieve and aspirations to fulfill. At Florence Financial Group, we keep personal investing in the family. We’re a familiar face here to advocate and support your financial dreams.

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Solutions designed specifically for you.

Florence Financial Group is a full-service investing and wealth management team that combines Florence Bank’s trademark customer service with our team’s seasoned investment guidance, to help you address both short-term needs and long-term planning. We are also passionate about socially responsible—or Environmental, Social, and Governance (ESG) investing.

Individuals & Families

With retirement planning, investment management, socially responsible investment strategies, education planning, and more, you’ll get seasoned support for your specific situation.

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Nonprofits & Businesses

No matter the size of your company or nonprofit, we can help you achieve your mission and goals.

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Socially Responsible Investors

By focusing on ESG factors, our goal is to help you invest with confidence by mitigating hidden risks associated with environmental regulations, social unrest, and poor corporate governance.

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Socially Responsible Investors

By focusing on ESG factors, we can help you invest with confidence by mitigating hidden risks associated with environmental regulations, social unrest, and poor corporate governance.

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Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles (i.e., ESG) can factor heavily into the security selection process. The investment’s ESG focus may limit investment options available to the investor. Past performance is no guarantee of future results.

Locally focused, deeply connected.

When you partner with Florence Financial Group, you’ll feel a sense of belonging. You will get advice from an understanding and knowledgeable team dedicated to discovering and supporting your financial goals. Let us invest in your future.

Meet Our Team

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There’s comfort in community.

Over the years, our team has built lasting, comfortable, and trusting client relationships. We take great pride in getting to know you personally, which helps us better understand your needs. This, in turn, helps you make more informed investment decisions.

You’ll feel at home at Florence Financial Group.

Let our skilled investment professionals right here in your corner of the world help guide you to a financially secure future.

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