As an independent insurance broker, BFSI can provide the optimal product solution for a specific need. Stephan Brueckner works with a team of accountants and attorneys to ensure the best outcome for your financial situation.

Specializing In 

• Wealth Preservation

• Wealth Transfer Strategies

• Life Insurance

Client Family Testimonials

“I would recommend you to anyone.” ~T.S. Brooklyn, CT

“I just wanted to say thanks for suggesting the fixed index annuity...not only had I not lost any money, but that I even made money while the market was down big! Thank you! Thank you! Thank you!" ~ M.C. Woburn, MA

“It was a stroke of genius protecting our assets.” ~J.S. Westwood, MA

"I've waited 50 years to find you!" ~ E.T. Waltham, MA

"What you've done for us, I'm absolutely amazed." ~ D.N. Bar Harbor, ME