Robert E Mance, ChFC®, CASL®, CLTC®, MBA

Wealth Management Advisor

Our Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Owen Folsom

Owen Folsom, B.A.

Financial Representative
Office 781-664-1270
Fax 781-664-1270

Owen earned his BA in Liberal Arts from Dean College.  He has been married to his wife Melissa for 32 years, has two adult children, and resides in Wrentham, MA.  He is an avid runner and has completed several marathons, half-marathons, 10k and 5 k races.  Owen enjoys the great outdoors and spends his free time backpacking, hiking, and camping.  His future ambitions include climbing Mt. Kilimanjaro, traveling cross-country on his motorcycle, and some day hiking the Appalachian Trail. 

Owen been with the practice since March 2009.  He has his Series 7 and Series 66 licenses as well as his life, health, and accident license for Massachusetts.  Owen specializes comprehensive financial planning with a particular foucs on individuals & couples 55 to 75 years old who are looking to retire or have just recently retired.  

 
 

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