About Our Staff
At Denise J. Boisvert and
Associates and Education Funding Solutions, our staff
is committed to putting our client's needs first. Working with well-known
professionals in the area, our staff and associates can provide you with an
endless selection of products and services with which to fit your unique needs.
We pride ourselves in delivering personal,
individualized service and genuinely see our clients as friends.
, Bring a friend to one of our seminars
or events. Our door and phone lines are open to you.
Meet the Team
Denise J. Boisvert,
President
Starting her own retirement planning company eight years
ago. Denise is dedicated to educating retirees and pre-retirees on the ever
changing laws and strategies that are important to maintaining a healthy
retirement portfolio. Additionally, Denise entered the College Funding business
after witnessing too many clients use their retirement savings to put their
children and grandchildren through college. In addition to being a Retirement
Planning and College Funding Specialist, she holds state regulated producer
licenses in MA, RI and SD. Denise is a local business leader and 3-year Million
Dollar Round Table member (a designation given to less than 1 percent of the
world's best life insurance and financial services professionals). Her mission
is to educate parents on the ever changing laws and strategies that are
important to financial aid while helping them maintain a healthy retirement
portfolio. Denise is an approved member of the
and a member of the
Advisory Board for Personalized Brokerage Services. She has served as Treasurer
of her local chapter of American Business Women's Association and is a member
of NAIFA (National Association
of Insurance & Financial Advisors), and a member of
AHIA (Association of Health
Insurance Advisors). She has two grown children and resides in
Westport.
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Tel.: (508)
998-3221 Email: denise@denisejboisvert.com |
Heather L. Bruce, College Funding
Advisor
Heather joined Denise J. Boisvert and Associates in 2003 as
a Marketing Coordinator. In 2005, she earned her Massachusetts Life Insurance
Producer's license and became a College Funding Advisor with Education Funding
Solutions.
For more about the Education Funding Solutions Division of
Denise J. Boisvert & Associates visit
www.funding4education.com. |
Tel.: (508)
998-3221 Email: heather@funding4education.com |
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