Independent Insurance Solutions

David Boczar deals with several well-positioned independent insurance general agencies to meet the needs of his clients,  Through this network, which is linked to leading and specialty highly-rated insurance companies, David has access to a full line of life, annuity and long-term care insurance services across major leading competing carriers. David's network supports the distribution of life, second-to-die, long-term care,disability and annuity products, with the industry's premier sales and back-office support services. This independent insurance network is consistent with David’s over-riding objecting of putting the needs of his clients first by utilizing specific products and carriers that best suit his clients.

 

David also partners with a range of highly specialized insurance professionals when larger or more complicated cases arise that require a higher degree of hands-on planning. This helps to ensure that David's clients receive the most advanced, efficient and tax effective insurance solutions possible.

 

Insurance is offered separately by David J. Boczar, CFP®, CFA as an independent insurance agent.  Bay Colony Advisors does not supervise the insurance activities of Emerald Wealth Advisors or David J. Boczar, CFP®, CFA.  Bay Colony Advisors principal Office:  86 Baker Avenue Extension, Suite 310, Concord, MA 01742.  Phone: 978-369-7200.