Retirement Plan & Benefits Division
Kevin McNelly has been in the financial services industry for ten years, working with individuals and businesses. Kevin specializes in designing innovative and cost effective employee benefit packages, and works with individuals concerning their financial needs. Services include:
- Complete Benefit Plan review
- Insurance analysis
Kevin is a licensed insurance broker in Massachusetts and other states and holds the Series 6 and Series 63 security licenses as a Registered Representative with United Planners. Kevin earned a Bachelor of Science degree in General Business from Nichols College with a concentration in finance, management and marketing.