Gb Financial Group

Ebersole Financial LLC, located in Wellesley Hills, MA, is a trusted financial services firm specializing in comprehensive financial planning and investment management. As experienced financial planners and advisors, we offer personalized investment services tailored to meet your unique financial goals. Our team of experts is dedicated to helping individuals and families navigate complex financial landscapes with confidence. At Ebersole Financial, we pride ourselves on our commitment to socially responsible investing and ESG (Environmental, Social, and Governance) strategies. This approach allows our clients to align their investments with their values while pursuing financial success.

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.

GB Financial is a Wellesley-based financial firm that prioritizes people and their financial well-being. With a close-knit team of partners, including co-founders Gwen K. Baker and Bracknell E. Baker, as well as managing partner Caleb S. Baker, the company offers comprehensive financial analysis, education, structuring, implementation, and management services. Their commitment to preservation is evident in their solutions, which leverage life insurance as a guaranteed tax-free asset that ensures the preservation of clients' wealth, plans, and philosophy for future generations. Driven by their ethos of education, GB Financial differentiates itself through its extensive technical expertise and successful implementation of financial strategies. Their thought process is supported by case studies and industry-leading research, as showcased in their white papers. With a focus on preservation, GB Financial is dedicated to providing clients with solutions that secure their financial future and enable them to leave a lasting legacy.Generated from the website