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HUB Retirement and Wealth Management

Boston, Massachusetts

Office Contact

Commonwealth Ave:

 617-916-0335 – Main

 877-449-4015 – Toll-Free

 617-916-0333 – Fax

Federal Street:

 866-411-401k – Main

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Office Addresses

396 Commonwealth Ave
Unit D-2A
Boston, MA 02215

101 Federal Street
Suite 1900
Boston, MA 02110

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM

Our Story

At HUB Retirement and Wealth Management – Boston (Commonwealth Ave), our mission is to help companies offer a competitive retirement plan that gives hard-working employees the opportunity to retire successfully. The knowledge and experience our team brings to the table informs our decisions when assisting with the design, implementation, and maintenance of our clients’ retirement plans. Our retirement plan consulting services include investment analytics, investment fiduciary services and guidance to corporations and nonprofits on retirement planning. We also understand the crucial role that participant education and engagement play. We offer comprehensive and progressive education curriculum for employees because we believe in guidance – not sales. Providing support to retirement plans is all we do. There is no other business that we offer, which helps assure your company retirement plan operates efficiently within the goal of helping people retire successfully.

As a high-impact firm with low-impact cost, our mission at HUB Retirement and Wealth Management – Boston (Federal Street) is to serve those who serve others. We work with those in the non-profit, private school and higher education communities by delivering globally accepted fiduciary standards designed to mitigate the personal liability exposure for C-Suite and HR members found under ERISA while maximizing ROI and retirement outcomes for plan participants.

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.