Our companies and services
Gerald W. Nannen, CLU, ChFC, president of Senior Financial Advisors, Inc., a registered investment adviser in the state of MA, and Senior Financial Insurance Agency, Inc., a licensed insurance producer in numerous states, began his financial services career in 1970. Gerry's mission is to serve people age 50 and over, with their needs in the areas of retirement and estate planning, income enhancement, insurance and asset management planning. " My clients' priorities are my priorities, and I understand the critical issues they face at this stage of their lives. I utilize a blend of insurance products and investments strategies, that can have guarantees, or a history of performance that is compelling. Of course, past performance is no guarantee of future results." After a thorough insurance, financial and risk tolerance analysis, Gerry "holistically" designs recommendations to consider, in order to improve one's financial future. Gerry is compensated in his insurance marketing by the company providing the product. He works on a fee basis in regard to his investment planning and asset management. "My goal", says Gerry, "is to help my clients find financial peace of mind!" Call me today, for a COMPLIMENTARY meeting to assess your planning!
Associations
- Member-Better Business Bureau-A+ Rating Since 2000
- Member-National Ethics Bureau
- Member-Estate Planning Council of Hampden County
- Member-National Association of Insurance and Financial Advisors (NAIFA)