Our Mission Statement

“To diligently pursue the highest standards of fiduciary duty and to hold in trust your financial goals and objectives as if they were our own; and assist you in navigating the maze of financial alternatives so that wise financial choices can be made.”

Click here to read our Privacy Policy or download our Disclosure Brochure.

Seven Hills Financial

Seven Hills Financial, LLC is a Registered Investment Advisor with investment services including; mutual funds, annuities, investment planning, D.R.O.P. and 401(k) rollovers. Our insurance services include: life insurance, long term care insurance, disability income protection plans and insurance planning. Our business planning services include: group health insurance and supplemental benefits, pension planning and exit planning.

Retirement is something we all work toward all our lives, if we are fortunate. But due to the technical nature of pensions, investments and the related insurance, retirement planning can be very stressful. Likewise for someone starting out, the prospect of pensions, investments and proper benefit planning can be overwhelming. Seven Hills Financial helps provide you with timely, well-formatted information which makes the planning process less stressful and your results more desirable.

You may also visit our partners: Legacy Planning Centre, Inc. and Portfolio Design Services, LLC

DISCLAIMER
Seven Hills Financial, LLC is registered as an investment advisor with the State of Florida. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in States where Seven Hills Financial, LLC is registered or where an exception from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied. If you are a resident of the State of Florida and are interested in our services, please email us or call and request our Disclosure Brochure (Part II of the Form ADV); which provides detailed information about Seven Hills Financial, LLC and any inherent risks that may be associated with our services.