Kurt Lovell

Financial Advisor

With over 20 years of experience in the financial services industry, I am dedicated to helping families, individuals, and business owners build long-term financial independence. My focus is on guiding clients in systematically growing and protecting their wealth—to provide reliable income for the future and create the legacy they envision for their heirs.

I believe in building strong, lasting relationships based on trust, education, and a deep understanding of each client’s unique goals. Whether it’s retirement planning, wealth management, or insurance strategies, I provide clear, actionable guidance every step of the way.

Outside of work, I spend time with my wife Laine and three children.  In my free time, I enjoy golfing, playing soccer and spending time out on the water with my family.

Specialties:
 

Personal Financial Services

• Retirement Planning Strategies
• Estate Analysis & Conservation Strategies
• Education Funding Strategies Investments
• Mutual Funds
• IRAs/IRA Rollovers
 

Insurance and Annuities

• Permanent and Term Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• Fixed and Variable Annuities

Employee Benefits

• Retirement Plans
• Group Health, Life & Disability Income Insurance
• Key Executive Plan

Securities – AL, AZ, CA, CO, CT, DC, DE, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, RI, TN, TX

Insurance – AL, CA, CT, DC, FL, MA, ME, MI, NC, NH

CA Insurance License: 0L97827   State of Domcile: MA