Employer-Sponsored
Benefits

  • Group Health Insurance

  • Dental Insurance

  • Vision Insurance

  • Short-term/Long-term Disability

  • Life Insurance

  • Employer-Sponsored Retirement Plans

Individuals
& Families

  • Individual Health Plans

  • Dental/Vision Plans

  • Long-Term Care

  • 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.

The critical transition from the workforce to retiree

  • Pre-Retirement Planning

  • Seamless transition from 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.