Financial Planning

    Financial Planning

    financial-page

    Objective advice and tailored plans fit your needs.

    Whether you’re running a business or managing personal finances, we offer solutions that address your challenges and fit your needs. Big business or small, soon-to-be-retiree or new college grad, we get to know your concerns and work to solve them with a confidential team approach.

    Sylvia Financial combines the expert and trusted advisory services provided by Voya Financial Advisors* with the customer-focused service that the Sylvia Group has become known for over 60 years. Voya gives us the flexibility to provide unbiased and comprehensive personal and business planning solutions in a way we feel best suits our clients, working with a wide range of highly reputable companies on your behalf and bringing you extra peace of mind.

    Visit the Sylvia Financial site for valuable resources and tools.


    Products:

    • 401k Pension and Profit-Sharing Plans
    • Annuities – Fixed & Variable
    • Brokerage Accounts
    • Disability Insurance
    • Executive Benefits
    • Individual Retirement Accounts
    • Individual Retirement Plans
    • Life Insurance
    • Long-Term Care Insurance
    • Mutual Funds
    • Rollover Accounts

    Services:

    • Analysis of Current Coverage & Cost Effectiveness
    • Asset Allocation
    • Assuring Proper Management of Family Assets
    • Business Perpetuation Planning
    • COBRA/HIPAA Assistance
    • College Planning
    • Identification of Current and Future Risk Exposure
    • Income Strategies
    • Long-Term Care Protection
    • Minimizing Probate Expenses, Delays & Publicity
    • Multi-Generational IRAs
    • Personal Financial Needs Analysis
    • Portfolio Analysis and Redesign
    • Reduction or Elimination of Estate Taxes
    • Retirement Plan Distributions
    • Retirement Planning
    • Risk/Return Evaluation
    • Tax Free and Tax Deferred Investment Strategies

    *Securities and investment advisory services are offered through Voya Financial Advisors, Inc., (member SIPC). Sylvia Group/ Sylvia Financial are neither subsidiaries of nor controlled by Voya Financial Advisors.

    Testimonials

    • “When I needed assistance with my business insurance program, Jill White immediately responded – and, even more important, she listened. She understood the challenges I had with my former agent, and she and the Sylvia Group team designed a program specific to my restaurant’s needs. I’m confident that with Jill’s expertise and personal attention, Fay’s is in good hands. That gives me the peace of mind to focus on what my family and I do best: serve delicious food and provide great customer service while running a successful business.”

      – EVELYN BETTENCOURT, Owner, Fay's Restaurant and Knotty Pine Fine New England Catering

    • “Sylvia Group is very resonsive to our ever-changing needs. Jill White provided us with wonderful support when we moved our child-care program location. She ensured that our coverage was seamless and that it met all of our program, licensing and funding needs. Sylvia Group always assists us immediately when we have questions and/or requests. We knw we are in good hands and that they have the best interest of our YWCA participants in mind. It's a pleasure to work with the staff of Sylvia Group; they are truly customer-focused.”

      – GAIL FORTES, Executive Director, YWCA Southeastern Massachusetts

    • “Thanks to John Beauregard and the professionals at Sylvia Group, our MassMEDIC membership has paid immediate dividends. Through the BIO Business Solutions® program, Primo Medical received a significant premium reduction on our Professional Liability policy. In addition, utilizing Chubb as our insurance provider and Sylvia Group as our broker, we’re confident that we have business partners who truly understand our insurance needs, provide outstanding loss control services and continue to work with us to lower our total cost of risk.”

      – CHRISTOPHER LAPLANTE, Chief Financial Officer, Primo Medical Group

    • "Getting the right insurance to guard against risks is absolutely critical for nonprofits, as well as other businesses; dealing with a costly claim could force a nonprofit to shut down permanently. Going with the Sylvia Group, we made the right decision and have never looked back. They have a thorough knowledge of nonprofits, where risks can oftentimes be more complex. They have gotten to know our mix of services, evaluated our insurance needs and designed an insurance program around our specific insurance coverage needs — allowing us, on a tight budget, to purchase the right amount and type of insurance at the best value. Sylvia Group staff have built strong, personalized helping relationships with our staff. I can sleep at night knowing they make sure that our insurance policies are adequate to cover our risk exposures. I have recommended, without hesitation, the Sylvia Group to my colleagues working in both the nonprofit and for-profit arenas."

      - MARIA A. ROSARIO, Executive Director, NorthStar Learning Centers, Inc.

    • “Sylvia Group is an attentive, professional and knowledgeable insurance agency. They are familiar with the ever-changing rules and regulations when it comes to independent, nonprofit schools., and John Beauregard always goes above and beyond for Friends Academy. Whether it is something small, like registering a new school vehicle, or something bigger, like filing a claim after our greenhouse was destroyed by a hurricane, he treats every question and every claim with utmost importance. Sylvia Group is invested in our program as well; John sponsors and participates in our yearly golf tournament. Sylvia Group is an exceptional insurance company that I would recommend to all my cohorts.”

      – KATHERINE FURTADO, Chief Financial Officer, Friends Academy

    • “The Sylvia Group team provides a multitude of services in all aspects of employee benefits. The team's dedication to their clientele is apparent through their willingness to provide trainings in your office, at their business and through valuable webinar resources. They are readily available to answer questions and help with any issues that may arise. CMHS, Inc. appreciates the relationship that we have enjoyed with the Sylvia Group throughout the years.”

      – JOHN WINTERHALTER, President, Comprehensive Mental Health Systems, Inc.

    • “I want to thank you for this incredible resource, ThinkHR. We will be accessing it frequently and appreciate Sylvia Group making this available to Advanced Eye Centers.”

      - PAUL C. ABRANTES, Executive Director, Advanced Eye Centers

    • “I love your staff. In the first three or four weeks after we moved over to Sylvia Group for our insurance, I have had more communication and attention from them than I had in the seven or eight years we were with our former agency! You have a great team.”

      – PAT CASSAN, Ocean Explorium

    • “I just wanted to take the time to recognize what a remarkable job Danielle Andre is doing. I cannot thank her enough for her time, her kindness and her willingness to make sure I’m comfortable with all the necessary changes that occurred from an insurance standpoint. As a whole, every Sylvia Group staff member has been friendly and knowledgeable, but Danielle has certainly gone above and beyond for me.”

      – SHANNON S., Personal Insurance client

    • “I so appreciate Julie Jennings' help with Medicare planning. It is a relief to be able to consult with a knowledgeable professional on insurance issues. I have no idea how people do this without such help.”

      – CHRIS BLACK, Personal Insurance client

    • “Working with Sylvia Group over recent years has taken our insurance issues from 'groans and moans' to 'no problem.' Rose Lopes, our Account Manager, is one of the most responsive people I have ever worked with. She responds immediately to questions or special requests. It is such a pleasure to work with Rose, who does whatever it takes to find a solution to our needs. We are very pleased… She always has our interests in mind.”

      – LYNNE FOLEY, Director of Human Resources, Five Star Companies, Inc.

    • "Sylvia Group is by far the best insurance agency I have ever dealt with, both personally and in my business. They provide customer support that is not found in other agencies. For example, they take a personal interest in their clients, calls are always taken or returned immediately, and during reviews suggestions are made to offer the most cost effective and comprehensive coverage. When claims occur, they have always been there to facilitate the process. It has truly been a pleasure to have them represent me in my insurance needs."

      - WILLIAM N. WHELAN, Chairman, Whelan Associates LLC

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