Services We Offer
Helping clients establish and achieve their long-term financial goals is our primary focus. Whether it's a secure retirement, wealth preservation and transfer, or leaving a legacy, our goal is to be our client's most trusted advisor.
Services for Individuals
Investment Services:
Retirement Planning
Traditional IRAs & Roth IRAs
Fixed & Variable Annuities
Mutual Funds, Stocks, Bonds
Advisory & Managed Accounts
401(k) & 403(b) Review
Education Funding Strategies
Asset Allocation - Review & Recommendation
Protection Services:
Life Insurance: Term, Universal, Variable, & Whole Life
Disability Income Insurance
Income Replacement
Long Term Care Insurance
Estate Conservation Strategies
Charitable Giving
Health Insurance
Banking Services:
Certificates of Deposit (CDs)
Money Market Accounts
Savings Accounts
Services for Businesses & Owners
Employee Benefits:
Group Life Insurance
Short-term & Long-term Disability Income Insurance
Accidental Death & Dismemberment Insurance
Managed Care Medical Benefits, including HMO's
Dental Benefits
Vision Care Benefits
Flexible Benefit Accounts
Tax-Qualified Retirement Plans:
401(k)
Simplified Employee Pension (SEPs)
SIMPLE IRA
Money Purchase
Defined Benefit
Target Benefit
Executive Benefits:
Deferred Compensation
Group Carve-out
Individual Disability
Split Dollar Life Insurance
Selective Executive Retirement Plans
Business Continuation Strategies:
Business Loan Protection
Business Overhead Insurance
Disability Buyout
Buy-Sell Arrangements Funding
Section 303 Stock Redemption
Key Employee Insurance
New England Financial does not provide tax or legal advice. Please consult with your own tax or legal advisors for such guidance.
*Banking products and services, including deposit accounts, available ONLY from MetLife Bank®, NA, Member FDIC, a MetLife affiliated company.
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