As a Plymouth native, I take great pride in the services I provide not only to the community where I work but where I live as well. I would like to take this opportunity to share some of my experiences over the last 26 years with you. To begin with, I am an active participant with many insurance and financial organizations in NH.
I have for several years been appointed to the Advisory board of Blue Cross and Blue Shield of NH advocating new products and services in the health care community, and am the recipient of several industry awards including the National Sales Achievement Award. I have spoken at many seminars, including local Rotary and Chamber of Commerce forums throughout the lakes and mountain regions of NH.
I have for several years been appointed to the Advisory board of Blue Cross and Blue Shield of NH advocating new products and services in the health care community, and am the recipient of several industry awards including the National Sales Achievement Award. I have spoken at many seminars, including local Rotary and Chamber of Commerce forums throughout the lakes and mountain regions of NH.
Services
For the past 25-plus years, Dragon Financial Services has helped individuals and businesses find the best health insurance coverage for their needs and budgets. We represent all major carriers, providing personalized service to clients throughout New Hampshire, with offices in Plymouth and Portsmouth.
Whether you're a Baby Boomer, Generation Xer, or Millennial, we'll help you with the strategies and steps you need to take along your journey toward retirement. Depending on your stage in life, the approach you'll take in planning your retirement will vary. We offer a variety of products and services to assist you in reaching your retirement goals and protecting the assets you wish to pass on to your loved ones.
Dragon Financial Services is a recipient of the 2012 Five Star Wealth Manager AwardSM. Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 55,000 consumers) and registered financial services representatives (over 3,500 financial services professionals) to evaluate the approximately 8,500 wealth managers in the state of New Hampshire.
Always place the best interests of our clients above our own direct or indirect interests. Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills, and competence. Hold in the strictest confidence and consider as privileged, all business and personal information pertaining to our clients' affairs.
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