Robert F Dagostino, AGT - SBLI Insurance

Savings Bank Life Insurance Company, located in Woburn, MA, provides life insurance products and services to its customers. With a focus on financial security and protection, the company offers a range of insurance options to meet individual needs and preferences. Generated from their business information

Global Trust Company, Inc. is a leading non-depository trust company based in Woburn, MA. With over $100 billion in managed assets, they specialize in providing fiduciary and trustee services for institutional asset managers and asset owners. Their expertise lies in offering customized solutions through their open architecture platform, ensuring the highest level of independent fiduciary services. As a subsidiary of Northeast Retirement Services, Global Trust Company has established itself as a trusted partner for the ERISA and non-ERISA institutional investment community. They are known for their proficiency in managing non-registered pooled vehicles, including proprietary and non-proprietary collective investment trusts, LLCs, and group trusts. With a commitment to innovation and a track record of launching complex fund structures, Global Trust Company continues to be a preferred choice for asset managers, plan sponsors, and investment consultants seeking tailored solutions to meet their fiduciary needs.Generated from the website

MKA Executive Planners, based in Woburn, MA, has been providing comprehensive retirement income planning services for executives, business owners, and professionals for over forty years. With a deep understanding of the unique income needs of successful leaders, MKA offers customized, strategic integration of resources to help clients achieve their financial goals. Specializing in deferred compensation strategies and executive benefits, MKA offers a range of services including comprehensive deferred compensation plans, supplemental retirement plans, business transition planning, and wealth transfer planning. Their team of experts is dedicated to providing tailored solutions that meet the specific needs of each client, ensuring a secure and prosperous future.Generated from the website