Investment is a complicated subject
matter that is directly related to market dynamics. It is the primary
instrument of saving money so that the future can be secured. Investing in
ideal places and the optimum portfolio ensures a safe life. However, it
requires a lot of attention, understanding, experience, as well as an instinct
to excel in them. Hence, choosing the right finance professional to help with
investments is crucial.
Frederick M Orentlich is a
licensed insurance and finances professional with great expertise in handling
investments. He has extensive experience of more than three decades in dealing
with financial products. He is the founder and the president of Senior
Financial Services Inc., an insurance selection agency. He is also licensed to
transact, market, and consult in more than ten states. He is a respected member
of the esteemed Asset Protectors and Advisors group.
Fredrick is an independent producer
who consults on several products like Multi-Year Guaranteed Annuities, Equity
Indexed Annuities, and Fixed Annuities. He also provides extended services on
Health Insurance, Disability Insurance, Medicare Supplements, Long Term Care
Insurance, and Modified Endowment Contracts. Till date, he has coached more
than a hundred finance professionals in these areas.
He has already catered to more than
a thousand clients personally in the course of his career, whereas his agency
has serviced several thousand more. His main objective is to protect and
maximize the assets of his clients. His company not only proposes retirement
plans that are tax-exempted but also helps to plan for college funding and
provides nursing home funding too.
His company follows an approach of
amalgamating various services by the financial and legal professionals to offer
as a package to his clients. This squad of highly experienced people provides
the clientele with the best set of advanced products, services, and strategies
as per their needs. Reputed attorneys specializing in Estate Planning and
taxation as well as C.P.A.’s, C.F.P.’s L.U.T.C.’s, etc. work together with his
company to offer the best in class services.
His magnificent service record is
adorned with multiple rewards and recognition by various Insurance and
Financial Services, the most prestigious being the award conferred to him by
the Governor at the state House of Massachusetts for well treating his
employees and employing people with disabilities.
Frederick M Orentlich has always
helped his clients at every possible level and extended his services to its
maximum potential. He understands the value of hard-earned money and hence,
offers services that suit their specific needs. Not just his patrons, he also
provides numerous opportunities for his employees and gives them the right
direction.
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