Offering Insurance & Retirement Solutions

We specialize in Pre-retiree and retiree Retirement Income planning, Medicare insurance options, Long term care, and Annuity selection for stable retirement income, a legacy, and long term care options.

who are we

Reliance Insurance & Advisory

Reliance Insurance & Advisory specializes in helping you understand when and how to enroll in insurance.

Reliance Insurance & Advisory is a specialized group that can help with Medicare & Social Security planning, Calculating all your Federal & Postal Retirement Benefits, Creating a Retirement Income Plan by doing a Retirement Income Gap analysis, Our Taxes in Retirement tool can project forward and show very small changes and their affect on future taxes, We can offer an annuity review of existing contracts in a fair and objective way, and We offer a Life Insurance review for policies you may want looked at to ensure they have kept up as promised. Our agents have a combined 100 years of experience and we are a very wise home for your safe and legacy monies.

Helping Educate You

On Your Insurance Options

MEDICARE

ANNUITIES

PUBLIC SECTOR EMPLOYEES

See what our clients are saying about us

Client reviews

John Danahey

Review from Google

Marco is a wealth of knowledge and provides exceptional advice for your insurance needs.

Rob Ellis

Review from Google

Marco is a financial guru. He saved me an insane amount of money by knowing about programs that I would have never benefited from if it was not for his financial consult. A+ financial planner and an even better person.

Mary Tucker

Review from Google
Very satisfied with Marco’s service. Very professional and always available to help with any questions or concerns.

Marc Gaumond

Review from Google
Excellent communication skills. Very dependable.

Bella Meyer

Review from Google
Best financial advice I’ve ever received, Marco truly changed my financial situation with his advice and now I’m doing better than ever. Thank you Marco!

Matt Cavallo

Review from Google
Top notch professionalism, industry insight and compassion. Marco & Wills insight on insurance, annuities, Medicare, Medicaid, social security income, and long term care is world class. Anyone is lucky to work with them.

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