Investments & Insurance

Whether you are looking for personal investment opportunities or a business looking for employer/employee benefits, we can help assist you in meeting your long term financial goals and objectives. Our broad range of investment services can help you manage your wealth, grow your investment opportunities, or protect your assets for the next generation.

-Equities & Fixed Income          -Life Insurance for Business Owners
-Retirement Income Planning    -Estate Planning Services
-Life Insurance                           -Group Health Insurance
-Mutual Funds                            -Define Benefit Plans
-Tax-Deferred Annuities            -401(K) Profit Sharing Plans
-Long-Term Care Insurance       -Payroll Deduction Life & Disability Inc. Insurance
-Wealth Management                 -Long-Term Care Group Insurance

To schedule a no obligation meeting with one of our Financial Advisors, please click on the email link for the advisor whose location that is most convenient for you.

Photo of Anne Powers

Anne Gelineau Powers
Vice President, Financial Advisor
617-568-4271
Anne covers the following market areas: East Boston, Danvers, Everett, Lynn, Medford, Melrose, Peabody, Revere, Saugus, Somerville, Wakefield, and Winthrop
Email Anne

Photo of Gene Kerrigan

Eugene J. Kerrigan, CLU®, ChFC®
Vice President, Financial Advisor
857-524-1142
Gene covers the following market areas: Allston, Belmont, Boston, Brookline, Cambridge, Dorchester, Jamaica Plain, South Boston, and West Roxbury
Email Gene

  • Check the background of this firm on FINRA's Broker Check.
  • Check the background of these Financial Advisors on FINRA's Broker Check.
  • NOT FDIC INSURED, NOT A DEPOSIT PRODUCT, MAY LOSE VALUE
  • NO BANK/AFFILIATE GUARANTEE, NOT A CONDITION OF ANY BANK SERVICE
  • NO GUARANTEE OF INSURANCE UNDERWRITER PERFORMANCE