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

Fred Orentlich: A Judicious Finance Counselor


Owing to the present economic scenario, it has become essential for the people to invest their hard-earned money wisely into the right financial products because the money lying idle in the bank accounts are not going to multiply on their own. Taking the right decision today can pave the way for a better tomorrow. However, this is a very complicated task, and hence, choosing the right professional to resolve these complexities is very crucial.

Fred Orentlich is one such expert financial adviser having a multifarious experience of more than 3 decades. He is an adroit insurance-financial professional licensed as an Independent Producer to transact, market, and consult in over 10 states on various products like Annuities, which encompasses Fixed Annuities, Multi-Year Guaranteed Annuities, Equity Indexed Annuities. He also deals in Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, Modified Endowment Contracts, and Medicare Supplements.

He is a renowned member of the prestigious Asset Protectors and Advisors group. He cemented his path to success in the finance world by founding the  Senior Financial Services Inc., which is an insurance selection agency. Currently, he is serving as the president of this organization. Over the years, he has been recognized several times for his outstanding services by various insurance and financial service companies. He also received an award from the State of Massachusetts conferred by the then state Governor for his impeccable treatment of employees, such as employing people with disabilities, among other benevolent activities.

Personally, Fred Orentlich has catered to more than a thousand customers, whereas his independent insurance selection agency has assisted several thousand more clients procured through the people associated with his company. His qualities are not limited to providing exceptional services to his patrons only. Rather, he believes in sharing his knowledge with his fellow finance professionals so that they can benefit from his vast experience. Hence, over the last few decades, he has been imparting training and advice pertaining to his areas of expertise to hundreds of other finance executives. 

Fred focuses on delivering expert guidance in senior financial matters that include asset growth and protection. For that reason, he has incorporated a team of adept financial and legal professionals to form his company. These experts combine their services to provide the clients with the appropriate strategies, current and advanced products, and up to the mark services. They help people to determine the best way to protect and maximize their property and estate. They also offer tax-free retirement plans, assist in planning for college funding as well as nursing home financing.

Owing to his exemplary service and unique work ethics, Fred Orentlich has earned a great reputation in the finance world. His ability to think out of the box and his intelligent financial planning has helped a lot of people to secure their future by investing their funds in the right portfolios.

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