Customized Financial Strategies

At Senior Financial Services we help our clients by designing a customized financial strategy that often combines more than one product. Each part of the strategy will often dovetail with the others to produce a comprehensive plan addressing asset protection and growth, income that meets or exceeds the client’s needs, efficient tax strategies as well as efficient methods of passing assets to your heirs. Contact Fred Orentlich at 800-679-2858

Plan Your Finances Wisely With Fred Orentlich


Where does most of the money go? Is it even spent wisely? Money that is earned after the hard work of more than half of a person’s life needs to be utilized properly, but what does the word ‘properly’ mean? Making the right decisions for finances begins with choosing the right professional for it. For people searching the financial consultant for all of their needs, Fred Orentlich is the name.

Founder and President of Senior Financial Services Inc, Fred Orentlich is an eminent financial professional who is licensed to work in more than 10 states. He transacts, markets, and provides consultancy on several products which include Annuities, Multi-Year Guaranteed Annuities, Encompassing Fixed Annuities, and Equity Indexed Annuities. He further extends his services in Modified Endowment Contracts, Medicare Supplements, Health Insurance, Life Insurance, Disability Insurance, and Long Term Care Insurance.

Also a member of the Asset Protectors and Advisors group, Fred M Orentlich focuses on senior financial matters, which include asset growth and protection. He intends to protect the assets of his clients, plan for college funding, provide the nursing home facility and tax-free retirement plans, and determines the best way to protect the assets and income of the clients.

While building his experience of more than 3 decades, Fredrick has trained and advised more than 100 financial professionals. Where he has served over one thousand clients at a personal level, his independent insurance agency has served several thousand clients. Over the years, he has been honored for his services in the form of multiple awards from numerous Insurance and Financial Services Companies. He was bestowed with the State Of Massachusetts from the Governor of Massachusetts for his treatment towards employees which includes hiring people with disabilities.

His company has the approach to combine the services of several financial and legal professionals who will work together, aiming to serve their clients with the most updated and advanced products, services, and strategies as per their requirement. Some of the financial professionals who are working in association with his firm are attorneys, they specify in the Estate Planning and taxation, C.P.A.’s, L.U.TC.’s, and C.F.P.’s.  

When the finances hold the utmost place in a person’s life, why not they are in the list of priorities? Make the financial decision best one of your lives and choose the financial professional, best from the rest. Work with the professional who focuses to satisfy your needs, work with Fred Orentlich.


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