Healthy Connections

My services begin with getting to know my clients and their personal financial planning goals and unique retirement vision. Simply put, I listen first rather than talk.

The Montgomery Financial Group, Inc. is a trusted financial planning and registered investment advisory firm located in Orleans, Massachusetts. They provide fee-only financial planning services and investment management to clients from all walks of life, with no income or net worth minimums. With a fiduciary obligation to their clients, they offer impartial advice and do not benefit from the choices clients make, ensuring their interests are always served. The Montgomery Financial Group also offers comprehensive business financial services, including bookkeeping, payroll administration, and retirement plan administration. With years of experience, they assist local small businesses in navigating the complexities of retirement plans, such as 401(k) and SIMPLE IRA, providing expert guidance and support. Trustworthy and dedicated, The Montgomery Financial Group is committed to helping clients achieve their financial goals and success.Generated from the website

Usi Insurance Service is a reputable insurance agency based in Orleans, MA, specializing in providing a range of insurance products and services to individuals and businesses. With a focus on personalized customer service and tailored insurance solutions, Usi Insurance Service aims to help clients protect their assets and mitigate risks effectively. Generated from their business information