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TOP 30 Client focused insurance services in Rockland, MA
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Heritage Financial Services, LLC
Heritage Financial Services, LLC is a finance institution located at 1099 Hingham Street, Rockland, Massachusetts, United States. The institution specializes in providing meticulous wealth management services for busy, successful individuals with at least $1 million in investable assets. Their team of professionals offer detailed financial planning, diversified investment strategies, and personalized oversight to help clients achieve their financial goals. With offices in Westwood, Woburn, and Rockland, Heritage Financial prides itself on being approachable, accessible, and thorough in their approach to financial planning. Clients trust Heritage Financial to manage their portfolios and make informed decisions, especially during challenging times. The institution has received various awards and recognition for their excellence in financial services. With a focus on personalized, strategic, and detail-oriented service, Heritage Financial Services is committed to helping clients navigate the complexities of wealth management with confidence and peace of mind.
A. Mark Selvaggi, Agent New York life Insurance
A. Mark Selvaggi, Agent New York Life Insurance is a trusted finance and insurance agency located at 1050 Hingham Street in Rockland, Massachusetts, United States. Specializing in providing personalized insurance solutions, our team is committed to helping individuals and families protect their financial future. With a focus on integrity and professionalism, we strive to offer top-notch customer service and tailored insurance plans to meet the unique needs of our clients. Contact us today to learn more about how we can help you secure your financial well-being.
Agent, Melissa Ellis - New York Life Insurance Company/NY Life Insurance Company
Agent Melissa Ellis is a dedicated representative of New York Life Insurance Company/NY Life Insurance Company, located at 1050 Hingham Street in Rockland, Massachusetts. As an insurance agency, Melissa Ellis is committed to providing personalized and comprehensive insurance solutions to meet the needs of individuals and families. With a focus on building long-term relationships and offering expert guidance, Melissa Ellis strives to help clients protect their financial future and achieve peace of mind. Contact Melissa Ellis today to learn more about the insurance products and services available.
MDonovan Financial
MDonovan Financial is a reputable finance institution located at 300 Ledgewood Place in Rockland, Massachusetts. With a focus on providing top-notch financial services to individuals and businesses, MDonovan Financial offers a wide range of solutions including investment management, retirement planning, and insurance services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Visit us today to learn more about how MDonovan Financial can help you navigate the complexities of the financial world.
Paul Sardella, Registered Representative with NYLIFE Securities LLC
Paul Sardella, Registered Representative with NYLIFE Securities LLC is an insurance agency located at 1050 Hingham Street in Rockland, Massachusetts. As a registered representative, Paul Sardella offers a range of insurance products and financial services to help clients plan for their future and protect their assets. With a focus on personalized service and tailored solutions, Paul Sardella and his team strive to provide the highest level of customer satisfaction. Whether you are looking for life insurance, retirement planning, or investment strategies, Paul Sardella can help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
New York Life, Stephanie Gray
New York Life, Stephanie Gray is an insurance agency located at 1050 Hingham Street in Rockland, Massachusetts, United States. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution offers highly customizable long-term coverage tailored to individual needs and budgets. Clients have the option to invest their policy's cash value in the market, providing potential market gains. Additionally, the agency offers assistance in paying for everyday tasks, replacing lost income due to sickness or injury, and creating investment strategies for education expenses or retirement planning. Stephanie Gray, a Financial Professional & Insurance Agent at New York Life, is dedicated to helping clients understand their options and achieve their financial goals. By developing personalized approaches to meet current and future needs, Stephanie works closely with clients to create strategies that are tailored to their unique circumstances. With a focus on long-term financial planning and protection for families, the agency aims to provide peace of mind and security for clients throughout their life journeys.
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