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Mission Statement: 

                         

                           James M. DesRocher

                         Associate

 

 

 

 

Philosophy:

My mission is to provide personal guidance for my clients to help them achieve financial peace.  My focus is on listening to what is important to you, your goals and where you stand today.  We then educate on the possible solutions and concepts that are important to you and your future.

Assisting families, businesses and professionals in the accumulation and protection of wealth.

Professional Services and Products:

·         Asset Protection

·         Survivorship Protection

·         Estate Conservation Strategies

·         Business Succession Strategies

·         Life Insurance

·         Disability Income Insurance

·         Long Term Care Insurance

·         Annuities

·         Wealth Accumulation

 

 

 

 

 

 

 

              

Professional Qualifications:

·         Life, Accident and Health Licensed

·         Series 6, 63, 65 Licensed

·         Registered Representative

·         Corporate R.I.A.

·         New Associate of the Year Award (2008)

·         National Association of Insurance and Financial Advisors member (NAIFA)

Boston Partners

Financial Group, LLC

138 River Road, Suite 310

Andover, Massachusetts 01810

www.bostonpartnersfinancialgroup.com

 

Office: (978) 689-6938

Fax: (978) 689-0952

Email:jdesrocher@jhnetwork.com

Personal:

·         Native of Enfield, CT, Current Resident of Medford, MA

·         Graduated from Saint Anselm College with concentration in financial economics

                                                    

Member Reference: 
Jamess DesRocher