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The Axial

Company Name

The Axial

Main Industry

Insurance

Website

www.axialbg.com

Contact Information

Headquarters

5 Burlington Woods Dr, Ste 104, Burlington, Massachusetts, 01803, United States

(781) 273-1425

Hyannis, Massachusetts Office

540 Main St, Ste 16A, Hyannis, Massachusetts, 02601, United States

(508) 771-4992

Burlington, Massachusetts Office

304 Victory Rd, Ste 300, Burlington, Massachusetts, 01803, United States

(617) 934-0974

The Axial Profile and History

The Axial Company is a privately-held, independent financial services firm specializing in wealth management, corporate employee benefits, and insurance. Our integrated approach to serving the needs of our clients on a wide array of business and personal matters enables our clients to seamlessly interact with us across all divisions; Axial Financial Group, Axial Benefits Group, and AxialFoy Insura nce.

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The Axial Company

Axial Benefits Group LLC

Axial Financial Group LLC

Axial Benefits Group

Axial Financial Group

Revenue

$7.1 M

Employees

28

Founded

2003

Primary Industries

The Axial Executive Team & Key Decision Makers

Name & TitleContact Info
Stephen Carson
Stephen Carson

Director, Wealth Management

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Michael Lutz
Michael Lutz

Director, Business Development Employee Benefits

❅❅❅❅@axialbg.com

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Marcus Papajohn
Marcus Papajohn

Director, Wealth Management

❅❅❅❅@axialfg.com

(617) ❅❅❅-❅❅❅❅

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Jeffery Sutton
Jeffery Sutton

Director, Retirement Plan

❅❅❅❅@axialbg.com

(617) ❅❅❅-❅❅❅❅

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Ronald Carlstrom
Ronald Carlstrom

Director, Marketing

❅❅❅❅@axialfg.com

(401) ❅❅❅-❅❅❅❅

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Shawna Brackett
Shawna Brackett

Director, Client Services

❅❅❅❅@axialbg.com

(781) ❅❅❅-❅❅❅❅

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Tamás Polyák
Tamás Polyák

Director, Quality

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Michael Marchese
Michael Marchese

Managing Principal and Director of Wealth Management

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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John Schorum
John Schorum

Director, Account Management & Operations

❅❅❅❅@axialbg.com

(617) ❅❅❅-❅❅❅❅

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Chad Chunglo
Chad Chunglo

Director, Operations

❅❅❅❅@axialbg.com

(617) ❅❅❅-❅❅❅❅

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William Scotti
William Scotti

Director, Wealth Management

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Kevin O'Sullivan
Kevin O'Sullivan

Director, Wealth Management

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Adam Scott
Adam Scott

Director, Client Service

❅❅❅❅@axialfg.com

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Recently Updated Team Members

Name & TitleContact Info
Matthew Metraw
Matthew Metraw

Wealth Management Consultant

❅❅❅❅@axialfg.com

(774) ❅❅❅-❅❅❅❅

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Carolyn Tierney
Carolyn Tierney

Client Service Assistant

❅❅❅❅@axialfg.com

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Mihai Popa
Mihai Popa

Wealth Management Consultant

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Christina Coleman
Christina Coleman

Client Service Assistant

❅❅❅❅@axialfg.com

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Bill Casagrande
Bill Casagrande

Wealth Management Consultant

❅❅❅❅@axialfg.com

(978) ❅❅❅-❅❅❅❅

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Daniel Sparta
Daniel Sparta

Certified Financial Planner

❅❅❅❅@axialfg.com

(207) ❅❅❅-❅❅❅❅

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Michael Marchese
Michael Marchese

Managing Principal and Director of Wealth Management

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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William Scotti
William Scotti

Director, Wealth Management

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Erin Widell
Erin Widell

Wealth Management Consultant

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Jaime McGrath
Jaime McGrath

Client Service Manager

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Jay Pensavalle
Jay Pensavalle

Wealth Management Consultant

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Tracey Brennan-Reale
Tracey Brennan-Reale

Wealth Management Consultant

❅❅❅❅@axialfg.com

(508) ❅❅❅-❅❅❅❅

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Stephen Carson
Stephen Carson

Director, Wealth Management

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Jenna Mechaalani
Jenna Mechaalani

Axial Financial Group

❅❅❅❅@axialfg.com

(781) ❅❅❅-❅❅❅❅

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Top The Axial Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by The Axial.

Web Analytics

(3 Technologies)

Programming Languages

(3 Technologies)

Other Web Tools and Plugins

(3 Technologies)

Web Content Management Systems

(2 Technologies)

Content Delivery Networks

(2 Technologies)

The Axial Email Formats

ParameterSample EmailPercentage

The Axial Top Competitors

CompanyEmployeesRevenueTop technologies
Pacific Business Group on Health

Pacific Business Group on Health

91n/a
Rescue One Financial

Rescue One Financial

144$70 M
Quilter Financial Planning

Quilter Financial Planning

212$50.5 M
The Partners Group

The Partners Group

170$38.3 M
CoBiz Insurance

CoBiz Insurance

118$166.4 M

What is The Axial revenue?

The Axial revenue is $7.1 M

How many employees does The Axial have?

The Axial has 28 employees

Where is The Axial headquarters located?

The Axial headquarters are located in 5 Burlington Woods Dr, Ste 104, Burlington, Massachusetts, 01803, United States

What are The Axial’s primary industries?

The Axial’s main industries are: Insurance

What are some additional names or alternative spellings that users use while searching for The Axial?

The Axial appears in search results as The Axial Company, Axial Benefits Group LLC, Axial Financial Group LLCAxial Benefits Group, Axial Financial Group...See More