Financial Services

Estabrook & Chamberlain Financial Services offers a full-time staff of experienced professional financial planners. We provide a wide range of services for individuals and businesses. Each service starts with a free personal needs analysis. Our staff analyzes the information and prepares a proposal with special financial information that responds to your objectives, and includes recommendations to achieve your goals.

Special Considerations

• Investments
• 401K Retirement Income Plans
• All types of IRAs (Standard/Roth/Education)
• S.E.P. IRAs
• Group Life and Health Plans
• Key Person Life Insurance
• Key Person Disability Income
• Personal Life Insurance
• Personal Disability Income
• Long Term Care Programs
• Pension & Profit Sharing
• Annuities (Fixed and Variable)
• Funding Buy and Sell Agreements
• Funding Endowments

For a consultation on your financial goals, call Dawn Michael, CLU LUTC, at (508)697-6963 or E-mail dawn@estabrookchamberlain.com

Life Insurance

Our life insurance services begin with a fact-finding interview followed by recommendations and options for your review. You have a wide portfolio of products from which to choose. Your decision depends on your family or business needs and on how your insurance best fits your overall financial plan.