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.”
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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
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