Meltzer Insurance Agency
Protection for your family and your Income

617-500-5250


 
Joshua Meltzer CFP, CLU, ChFC, CEPA, CASL, REBC
Meltzer Insurance Agency
45 Walnut Street
Devens MA 01434
617-500-5250
joshua@meltzer-insurance.com
https://meltzer-insurance.com

Joshua Meltzer entered the financial services business in 1984 shortly after graduating from Syracuse University with a degree in business. Mr. Meltzer  has had 35 years of experience in many areas of the financial services business as an insurance broker, planner, advisor, retirement plan consultant and employee benefits broker. Joshua has obtained a number of professional credentials including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU), Certified Advisor for Senior Living (CASL), Certified Exit Planning Advisor (CEPA) and several other Retirement and employee benefit-focused designations.

As an online insurance broker, he has access to dozens of insurance companies, so you can be rest assured that you are not only getting the best premiums with your insurance choices, but more importantly, you are getting the best value.



Meltzer Insurance Agency is an independent insurance agency based in Greater Boston. We specialize in fixed insurance products including Life Insurance - both term and permanent, Annuities, and Disability Income products. These traditional products provide straightforward protection and guaranteed income for you and your family. We know that the process of insuring and protecting your loved ones can be stressful. We are not investment advisors or brokers and we will not try to sell you any investment products. We can work with you to educate you and advise you on the type of insurance and amount that best suits your needs. 

Through our strong, diverse partnerships with industry leaders, we can offer the best cutting edge products and strategies to provide you with the insurance you need, at every stage of life, that best fits your budget.

Protective / Lincoln financial / Prudential / North American / AIG / Pacific Life / American National / Banner

 

As a participating agency in the Sage Tuition Program, many of our policies will include a free college scholarship tuition rewards program. These college reward points can be utilized to help any loved ones in your family with college tuition.

 

Our Mission is to help our clients Build, Protect and Preserve their Assets, Safely!

Copyright © 2019 Joshua Meltzer | All Rights Reserved