Investment matters require not only knowledge and skill, but also patience and perseverance to excel. It is very important to plan meticulously so that the returns can be maximized, and for that, it is vital to know and understand which portfolio mix can help to earn the desired result.
Taking advice from seasoned finance professionals like Frederick M Orentlich can be beneficial in planning the entire investment procedure. He is a celebrated financier in Massachusetts, providing exemplary services to his clients for the last 30 years. With the expertise earned through experience, he has served over one thousand clients personally.
Fred is the president and the founder of the insurance selection agency named Senior Financial Services, Inc., as well as a member of the Asset Protectors and Advisors group. As an independent producer, he is licensed to consult, transact, and market financial products in over ten states. In annuities, he provides various services that include Equity Indexed Annuities, Encompassing Fixed Annuities, and Multi-year Guaranteed Annuities.
He also deals in Medicare Supplements, Modified Endowment Contracts, Life Insurance, Health Insurance, Long Term Care Insurance, and Disability Insurance. He is a firm believer in knowledge sharing, owing to which he has trained and advised over a hundred financial professionals in these areas.
His independent insurance agency follows a unique approach of integrating the specialized services of various reputed financial and legal professionals, and work together as a team. They offer the most current and advanced set of products, services, and strategies to their clients. The finance professionals working in conjunction with his company include C.P.A.s, C.F.P.s, L.U.T.C.s, as well as attorneys specializing in Estate Planning and taxation. This agency, with proper guidance from Fred, has serviced thousands of clients successfully.
Frederick’s primary area of focus is on the senior financial matter that includes the protection and growth of the assets of his clients. He also offers useful advice to maximize their estate and retirement benefits. Planning for college funding and nursing home financing is also part of the services he provides. Above all, he encourages people to secure their future by making provisions for unforeseen financial adversities.
In the course of his vast career, Frederick M Orentlich has received multiple rewards for his impeccable services from various insurance and finance companies. Most importantly, he has received the most prestigious award from the former governor of Massachusetts for the treatment of employees including the hiring of persons with disabilities. With his superior knowledge and professional competence, Fred has helped many people chalk out their investment plans thoroughly and scrupulously.