Customized Financial Strategies

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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
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Secure the Finance for a Better Future with Fred Orentlich

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Preparing and planning today becomes the way out for any of the upcoming unpleasant situations. Whether it is connected with any career goal or related to the plans for retirement or safeguarding the assets, efforts done today defines the results for tomorrow. When it is about managing such crucial things, it needs to be done with an experienced and expert financial advisor. 

When talking of expert professionals, Fred Orentlich is the leading choice of many. He is an experienced and licensed insurance and finances professional. He is authorized to market, consult, and transact in more than ten states.

He extends services on various finance products which include Annuities, Equity Indexed Annuities, Encompassing Fixed Annuities, and Multi-Year Guaranteed Annuities. He also deals in Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Medicare Supplements, and Modified Endowment Contracts.

Other than consulting his clients on these products, Fredrick has also trained more than a hundred other professionals. He has founded an insurance selection the agency, Senior Financial Services Inc., he serves the firm as its president also.

He looks forward to protecting the assets and income of his clients in the best possible way. He also focuses to provide his clients tax-free retirement plans and nursing home funding. Where he has served more than a thousand clients personally, his insurance agency has assisted several thousands of clients. 

Over the years, the exemplary services by Fred M Orentlich have earned him various awards from different Insurance and Financial Service companies. He was honored at the State House of Massachusetts by Jane Swift, former Governor for the treatment provided to his employees and recruiting people with disabilities.

Through his company, he holds an approach to unite the services of many financial and legal professionals to combine their efforts and serve their clients with the latest products and strategies as per the requirement. Some of these financial professionals include attorneys who specialize in Taxation and Estate Planning. 

Out of this planned approach, one of the professionals working in alliance with his firm is Belieau Law Group, LLC. Their area of focus is Estate Planning and Elder Law and they are a member of Chapter of National Association of Elder Care Attorneys. 

The services he offered and feedbacks that several clients have given to him states that Fred Orentlich is an exemplary finance advisor who looks forward to the growth and protection of the assets of his clients.  


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