Product Offerings

401(K)

The 401K has become an ever-present part of the benefits package landscape – and for good reason. For most Americans, it’s the leading financial tool used to plan for retirement. But, determining which 401K investment is right for you can be problematic. It takes more than skimming through an informational brochure to get the information […]

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Advisor Managed Accounts

At , we know the investment world can be intimidating for most people. That’s why we are dedicated to helping our clients understand every investment opportunity before they invest. Our goal is to make investing, risk management, and retirement planning easily understood. Now, you may be wondering what Advisor Managed Accounts (AMA) are. There are […]

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Bonds

Simply put, surety bonding provides assurances and peace of mind. Whether you are a contractor guaranteeing the quality of your work, or a business owner promising to adhere to industry regulations, bonding allows both the principal party and the obligee to conduct business together knowing that there is a failsafe in place. While there are […]

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Business Insurance

You’ve worked hard for your business’s success, and it’s unnerving to think that you could lose everything if you aren’t adequately protected. A comprehensive business insurance package that protects you, your assets, your property and your company vehicles is critical in ensuring that you don’t lose everything you’ve worked for. Whether you are the owner […]

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Business Liability

As a business owner, you face a unique set of risk exposures. Working hard to build and run your company means that you’ve got a lot to lose; having the right insurance plays a critical role in maintaining financial security, corporate profitability and legal protection for you and your employees. “Business Liability” is a broad […]

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Capital Management Services

  Capital Management services for all of Lynn, Peabody, Salem, Wakefield & Revere, MA Specialization We specialize in personal financial planning and wealth management for individuals and families with substantial assets and incomes. We provide clients with an alternative to the cost and complexity of setting up a family office. Other clients who have their […]

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Car Insurance

Driving in Massachusetts is not for the faint of heart. In fact, a 2015 study ranked Boston the most unsafe city in the United States for driving, with Worcester coming in second. While those of us born and raised in Massachusetts consider traffic and aggressive drivers to be part of our state’s unique personality, it […]

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Commercial Vehicle Insurance

Do you own a fleet of semi-trucks, operate a taxi service, or sometimes utilize a single moving van for your business’s operations? If so, a commercial vehicle insurance policy is vital in safeguarding your bottom line. A car accident could significantly impact company productivity, and a comprehensive commercial vehicle policy is an important aspect of […]

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Commercial/Master Property

Commercial property insurance is an important aspect of a full-coverage business insurance policy that is sometimes overlooked. While your business owners’ policy (BOP) will cover your company’s building from a structural standpoint, what about your equipment, inventory, furniture and computers? Protecting your business’ property isn’t just limited to the land on which your business operates; […]

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