As a Financial Services Representative, Penny helps her clients with their protection and investment needs. Whether that’s providing education and guidance with determining the right amount of insurance and helping them select the best solutions for their situation or helping them invest and save for their future, she acts as a resource helping them build sound financial strategies to put them in the best position to attain their financial goals.

Many people, like yourself, often feel overwhelmed by financial decisions. That’s why I take a personalized approach to guide you in creating a clear roadmap that aligns with your specific goals and aspirations, empowering you to feel confident and in control of your financial future.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

 Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds series 7 and 63 Securities Registrations
• Penny has been working in the financial services field for over 24 years and licensed for 23 years. 

 Personal

• Currently resides in Milford, MA
• In her free time she volunteers for Ben Speaks, a non-profit organization helping young children and families.

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in MA