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

Office 781-664-1270

Owen earned his BA in Liberal Arts from Dean College.  He has been married to his wife Melissa for 29 years, has two adult children, and resides in Wrentham, MA.  He is an avid runner and has completed 3 marathons and hopes to someday qualify for the Boston Marathon.  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 joined the practice in March 2009.  He has his Series 7 and Series 66 licenses as well as his life, health, and accident license for Massachusetts.  Owen specializes in helping you build a comprehensive financial plan.  Financial planning is not finite, so as your life status changes, he will update your plan and make the necessary adjustments to keep you on track.  He is your primary contact for questions about investing and planning and is available to answer any questions you may have about your accounts.

 
 

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