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Andrew J. Whelan

Harbour Financial Group
Financial Planning

Contact Information:

84 Reservoir Street
Methuen, MA 01844
United States
T: 617-869-5362
F: 617-532-0679
www.harbourfinancialgroup.com

Years in Business:

 

27

Clients I'm Seeking:

 

Individuals who are leaving a current position and/or retiring who need advice and guidance on rollovers for their 401(k), 403(b), etc. plans.

About My Business:

 

Andrew is a graduate of Boston University, a 27 year veteran of the Financial Services Industry, and President and CEO of Harbour Financial Group. Harbour Financial Group is uniquely qualified to help create successful strategies for your individual and corporate investment, insurance, and financial planning needs. Andrew is Life, Accident, and Health Insurance Licensed in the jurisdictions of Massachusetts, Maine, New Hampshire, Connecticut, Maryland, and Virginia. He is also a Licensed Real Estate Salesperson in the Commonwealth of Massachusetts. Specialties1. Comprehensive Financial Planning Services and Investment Management Services. 2. Insurance Services: Life, Accident, Health, and Long-Term Care. Universal Life and Equity-Indexed Universal Life. 3. Annuities including Fixed and Equity-Indexed. 4. Specialty Plans including Kidnap and Ransom, Event Cancellation, International Term Life, High Limit Accident, Contingent Life, High Limit Disability, Professional Athletes Disability, and Special Avocations, etc.

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