Broker Check

Our Services

At Estate Planners of New England, LLC we are dually licensed and offer our financial products through our broker dealer APW Capital, Inc. In addition, our custodian for advisory assets is provided by TD Ameritrade. We provide expert assistance in the following areas:


  • Bonds
  • Check Writing
  • Common Stock
  • 529 Plans
  • ETF's
  • Roth IRA
  • Simple IRA
  • Mutual Funds
  • Variable, Index & Fixed Annuities
  • Separately Managed Accounts
  • College Investing

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • Retirement Income Planning  
  • Estate Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Assisted Care Insurance
  • Key Man/Business Insurance