


At this time, we are no longer providing any securities products like stocks, bonds, mutual funds or variable annuities.
However, we continue to service insurance products like life, disability and long-term care insurance as well as fixed and fixed indexed annuities.
If you purchased any of the above products from us, please call when you have a need for service.
Previously we were at 30 Boltwood Walk in Amherst MA and before that at 7 North Pleasant St. Since the pandemic, we gradually transitioned to remote work, and our mail now directs to a United States Post Office box in Amherst:
P.O. Box 3483 Amherst MA 01004-3483 413-230-3755