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: The Savvy Financial Proffessional


The money kept in the bank account does not multiply on its own. Therefore, the wisest thing to do is to invest them in the right financial products. Making a decision like this requires a savvy financial advisor and Fred Orentlich is one such professional.

Fred Orentlich is a licensed insurance-financial professional who has been consulting people on various financial products for the past 3 decades. He is the founder and president of an insurance selection agency named Senior Financial Services, Inc.

Along with this, Fred M Orentlich is authorized to serve in more than ten states. He transacts and consults on different financial products, including annuities, Multi-Year Guaranteed Annuities, Equity Fixed Annuities, and encompassing Fixed Annuities.

He also serves in Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, and Medicare Supplements. Along with consulting people on these products, he has also trained and advised a hundred other professionals also.

He looks forward to applying his expertise and proficient skills in protecting and maximizing the assets of his clients and their retirement income without any stock market risk. He also offers to plan on nursing home and college funding.

He has served more than a thousand clients at a personal level and his company has served several thousand. He constantly puts the valiant efforts to ensure that none of his clients go empty hands.

Fredrick and his firm work with an approach to unite the work of legal and financial professionals. The team formed will serve the clients with the finest possible strategies, products, and services.

Fred’s company works in conjunction with Beliveau Law Group, LLC who focuses on Estate Planning and Elder Law. This firm is also a member of the prestigious Massachusetts Chapter of National Association of Elder Care Attorneys.

His independent insurance agency has its financial links with MSN Money, Social Security Online, IRS, Yahoo Finance, CNN Money, ICI (Investment Company Institute), NYSE EURONEXT, NASDAQ, etc.

The exceptional services provided by him has earned him many awards presented by different companies offering Insurance and Financial Services.  He was also honored by Jane Swift, former governor of Massachusetts for his encouraging behavior towards the employees.

Over the years, Fred Orentlich has earned a sound reputation for helping out his clients in picking the right financial products. He is a supportive employer, exemplary professional, and a dedicated advisor. With an experience cultivated on trust, he remains ready to consult people with the right financial strategies. 

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