About Our Staff
At Denise J. Boisvert and
Associates, Inc. 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.
Stop by our office for a cup of coffee,
call us up to chat, 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
NEB - National Ethics
Bureau 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
Dartmouth.
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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, Inc. visit
www.funding4education.com. |
Tel.: (508)
998-3221 x 103 Email: heather@funding4education.com |
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