Broker Check

78 Rocky Ridge Road
P.O. Box 1231 Dennis, MA 02638
Dennis , MA 02638

LinkedIn

Trish Graham

(508) 385-7888

 

Products

We are independent and represent our clients, only.  Therefore we can offer a variety of managed accounts, fixed income products, thousands of funds,annuities and life insurance companies.  Some of the products we offer are:

  • Fixed and variable annuities
  • Term life
  • Variable life
  • Disability - group and individual
  • Retirement plans
    • 401(k)
    • Sep
    • Roth and Traditional IRA's
    • Simple IRA's
    • Sole (k)
    • Keough
  • Mutual funds
  • Stocks and bonds
  • Managed accounts
  • Long term care insurance
  • 1031 exchange properties