Financial Investment and Benefit Consultants
Eastern States Insurance includes a comprehensive employee benefit and financial services organization and investment advisor. All of our Financial Consultants are registered with the Financial Industry Regulatory Authority and the National Association of Securities Dealers.
We describe ourselves as a financial investment and benefits consultant to corporations, families, their trusts, and institutions throughout the country. As measured by actual results, we have demonstrated the ability to assist in the creation, accumulation, preservation, and management of substantial assets.
The number one goal of Eastern States Insurance is to assist our clients in the attainment of their financial goals and priorities. We adhere to the highest level of proactive counsel and personal service to achieve these objectives.
Further, we are committed to the corporate principles and personal ethics required and expected of an outstanding and nationally recognized financial and investment advisory firm. We strive to earn the right to continue longstanding, ongoing client relationships built on integrity and results-oriented performance.
The men and women of Eastern States Insurance are carefully chosen, capable associates with impressive educational and professional credentials. Among them you will find Registered Financial Consultants, Chartered Financial Consultants and Chartered Life Underwriters and recipients of other professional achievements. In addition, ongoing participation in recognized continuing education programs is a critical part of our commitment to professional growth.
Complete, total confidentiality is a cornerstone of Eastern States Insurance’s comprehensive service to every client. We keep the information you share with us totally private, and will not divulge any details of your financial matters to anyone other than those with whom you ask us to work with. There are no exceptions to this commitment.
Our organization operates independently. We have no contracts and make no formal arrangements with any financial or insurance company. We are here to serve you – objectively and independently. Our focus is totally impartial and client-centered. Any specific product recommendations resulting from our in-depth planning are tailored to meet your goals, not our financial benefit.
- IRA / Rollover IRA / Roth IRA
- Fee Based Investment Portfolios
- Brokerage Accounts
- Financial & Estate Planning
- College Savings Accounts – 529 Plans
- Annuities – Variable and Fixed
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
*Securities Offered by LPL Financial
Member NASD FINRA
Group Benefits and Insurance
- Group Health Insurance
- Group Life Insurance
- Group Short and Long Term Disability Insurance
- Group Long Term Care Insurance
- Group Dental Insurance
- Group Voluntary Benefits
- Vision Plans
- Independent Contractor Occupational Accident Insurance
Corporate Retirement Plans
- 401(k) & Profit Sharing Plans
- Executive Deferred Compensation Programs
- Defined Benefit Plans
- Simple IRA/Simple 401(k)
- 403(b) for Non-Profit Organizations
- Simplified Employee Pension Plans (SEP-IRA)
Health and Medical Benefits
- Fully Insured Plans – HMO, PPO, POS, Open Access
- Health Reimbursement Arrangements
- Flexible Spending Accounts/Health Savings Accounts
- Partially Self-Funded Medical Insurance
- Accident Policies
- Cafeteria/Section 125