Employer-Sponsored
Benefits

  • Group Health Insurance

  • Dental Insurance

  • Vision Insurance

  • Short-term/Long-term Disability

  • Life Insurance

  • Employer-Sponsored Retirement Plans

Medicare Health Plans

  • Medicare Supplement Plans

  • Medicare Advantage Plans

  • Prescription Drug Plans

  • Medicare & Disability

Individuals & Families

  • Individual Health Plans

  • Dental/Vision Plans

  • Disability Insurance

  • Personal Investing/Retirement Planning

Investment Services

Whether it’s saving for retirement, savings for your child’s college, or wondering what to do with that old 401k plan, we’ve seen it all and can help.

Retirement Transition

  • Pre-Retirement Planning

  • Employer health plan to Medicare

  • Enrolling in Social Security

  • Pension Elections

  • Cobra/Health Insurance

Team Members from right to left are Bob Rowe, Shanti J. Anderson, Kathleen M. Dougherty, Given J. Kutz.
Waiting room of Rowe Financial group with fireplace and a green couch.