Kurt Lovell Jr.

Financial Advisor

My goal is to provide families, individuals and business owners with assistance in building their financial independence. I am focused on assisting my clients in systematically building and protecting their wealth over time, in order to provide a source of income for their future, as well as leaving the legacy they desire for their heirs.

Securities – FL, MA, NH, NY, OH, RI, WA, CT, CA ,ME, AZ, VT, MT

Insurance – CA, CT, FL, MA, ME, NY, OH, PA

CA Insurance License: 0L97827

State of Domcile: MA

Specialties:

Personal Financial Services

• Retirement Planning Strategies

• Estate Analysis & Conservation Strategies

• Education Funding Strategies Investments

• Mutual Funds

• IRAs/IRA Rollovers

 

Insurance and Annuities

• Permanent and Term Life Insurance

• Disability Income Insurance

• Long Term Care Insurance

• Fixed and Variable Annuities


Employee Benefits

• Retirement Plans

• Group Health, Life & Disability Income Insurance

• Key Executive Plan