Licensed Insurance Broker & Financial Services Professional

 

As a Licensed Insurance Broker and a Financial Services Professional, my mission is to work with you to help identify your goals, understand your needs and offer you products and services that can help you live with peace of mind. As we say at Perez Insurance & Financial Services, 

"Being insured is not a luxury, it's a NECESSITY."

At Perez Insurance & Financial Services, we are committed to helping protect our customers from the unexpected though flexible solutions to fit their needs and budgets. As a team, we strive to be the preferred source for insurance and financial needs in our community. We provide our clients with insurance and financial products & services that:

  1. Protects 
  2. Accumlates
  3. Distributes

             Personal and Business assets with tax advantages.  

 

Let's keep the conversation going. 

I'm here to help you with more than just protection, Let's talk about:


Your dreams

What are your long-term goals or plans?

Your family

​What would you like to leave behind for family or others?

 

 

 

Your finances 

Do you have any big purchases planned?

Your business

​Are you using the tax benefits available for offering health/retirement plans to your employees?

 

 

 

There are numerous ways to help protect the things you love the most in your life, we strive to find the product best fit for YOU! You can live your life care free with have the comfort of knowing you are covered for any situations, anywhere at anytime. Our goal is to be the preferred source for insurance and financial needs by doing so, we are committed to setting the standard of excellence among our competitors by providing the best customer expirence possible for you. 

 

"You Make Better Decisions When You Have Guidance."

 

 

 

 

 

 

 

 

Now that we have discussed some of your goals and what you mean to us, here is just to name the services we can provide to you: 

  1. Insurances ranging from:
    1. Life
    2. Health2 
    3. Vision2 
    4. Dental2
    5. Disability2
  2. Medicare Options
  3. Investments1
  4. Retirement Planning
  5. College Funding
  6. Business Planfication
  7. Mortage Protection
  8. Estate Planning 

​ 

​​Take the steps to achieve financial coverage and stability for youself and the ones you love.

Feel free to stop by our office at 213 Broaday, Ste. 5, Methuen, MA, 01844 Monday through Friday from 9AM-5PM.

You can also call our office at 978-258-5021 or email us at sarah@perez-financial.com.

Please don't hesiate to ask any questions, we are here to educate all!