They keep cold-calling me at work. I don't know how they got my number. They told me they have been working with my company to plan our retirements, which is a lie. Stop calling me!!
<p>Founded in 2004 by three financial advisors who formerly worked on Wall Street, XML Financial Group is a wealth management and financial service firm. The financial advisors at XML work with client's CPA and attorneys to offer the most effective long-term approach in their management of estate, tax, retirement and philanthropic planning, as well as a traditional means of managing their investments.</p>