

ABOUT MAXWELL
Allow me to introduce myself – I'm Max, your go-to insurance agent and retirement planner from the beautiful state of Massachusetts. Armed with a degree from the University of South Carolina's Darla Moore School of Business and licenses in Florida, Maine, and Massachusetts, I'm here to guide you through the complexities of insurance and retirement.
My Team: I don't go at it alone – I've got a fantastic team backing me up. We're all here to ensure you get the best advice and personalized solutions for your financial future.
Let's Chat: Questions or need some advice? Feel free to reach out. I'm here to simplify your financial journey. Your financial peace of mind is my mission, so don't hesitate to get in touch anytime.
Phyllis Bridges, FL
"He was great to work with. Very knowledgeable and seemed to have an easy time sharing that knowledge with us and he was very easy to understand and presented all our options"
Brian Starr, MA
"Max's service has been exemplary. He is very knowlegeable of all of the plans and helped me find the plan most suitable to my needs. If necessary, he will research my question, make calls, and get back to me within the same day with the answer. I highly recommend Max and his firm."
Gary Hughes, FL
"Max is very professional, knowledgeable, polite, understanding and helpful, it was my pleasure to go over my Healthcare needs with him, he really explained everything to my understanding ,in actuality Max has a God given ability and gift!!! JOB WELL DONE, I'M TOTALLY SATISFIED..!!"