How Circle Financial Services, Inc. Assists Clients

Circle Financial Services is a professional firm working with individuals and families to help them manage and protect their financial assets and standard of living.

Individual and Corporate Life Insurance

Estate Planning–Using Insurance to lower your estate taxes.

Corporate Transfer–Transferring your Pension, IRA, 401K’s, and Keogh Plan we can help you increase the value and lower taxes.

Business–Group Health, Group Life, Group Disability, and Group Long Term Care.

Annuities–Call our office for the highest annuity rates (978) 777-7030.

Annuities and Insurance–Get the highest returns to shelter assets and defray taxes. We will review your current policies and suggest way to maximize your return and what you could do to save yourself or pass on more to your heirs. Call our office to learn of the highest annuity rates in the country (978)777-7030.

Circle Financial Services educates individuals and families about their alternatives and then assists them to implement a plan.

Circle Financial Services, Inc.
Main Office:
247 Newbury Street
Danvers, MA 01923
978-777-7030