Fred Orentlich, Senior Financial Services: A Legacy of Trust

I’m Fred Orentlich, and over 30 years ago, I began my journey in the insurance and financial services industry. I started with a simple mission to help people make smart, confident decisions about their future and manage their finances well.

Today, as the founder of Fred Orentlich Senior Financial Services, I lead a multi-state independent agency, collaborating with attorneys, CPAs, and financial experts. So that I can provide seniors and families with trusted, personalized financial solutions. Well, life took me far and taught me even more.

The Start of Something Fruitful for Others

I started my career with a simple goal: to help people navigate the confusing and often intimidating world of insurance and financial planning. Back then, the industry was full of jargon and cold calculations. But for me, I always preferred what is good and important for the people in the long run. My services are to secure a financial future for people, families, retirees, and business owners. I aim to help Individuals are to make smart, safe decisions for their futures.

I realized early on that most clients didn’t need to be “sold” a product. The more they needed to be educated, guided, and cared for. That insight shaped everything that followed.

Building Fred Orentlich, Senior Financial Services, Inc.

As the years passed and my client base grew, I saw the need for a more holistic approach to financial services. That’s why I founded Senior Financial Services, Inc., another agency, and a team-based, client-first organization. This is a place where financial and legal professionals collaborate to deliver the best outcomes.

From day one, Senior Financial Services was built on values, trust, education, and long-term relationships. I want to help people manage their finances well and protect their futures. 

Today, Fred Orentlich, Senior Financial Services, is proud to say we’ve served thousands of clients across more than 10 states, offering solutions:

Our solutions include: 

• Fixed Annuities 

• Equity-Indexed Annuities 

• Life Insurance 

• Long-Term Care Insurance 

• Medicare Supplements 

• Disability Insurance 

  
  

With over 30 years of experience and a team of dedicated professionals, I am are here to guide you through every financial decision. My team and I are committed to providing you with the best solutions tailored to your unique needs.

Collaboration That Changes Lives

What sets my company apart is how we bring together a team of seasoned experts, estate planning attorneys, CPAs, CFPs, and LUTCFs to work with our clients. It’s about selling a product and designing a complete financial strategy that protects assets, minimizes taxes, and ensures peace of mind.

When someone works with Fred Orentlich Senior Financial Services, they’re gaining a team of trusted advisors.

Training the Next Generation

Over the years, I’ve had the honor of training and mentoring more than 100 financial professionals. Watching them succeed and how they carry forward the values I’ve instilled has been one of the most rewarding parts of this journey.

I always tell them: “We’re not just in the financial services business—we’re in the people business.” Numbers may tell part of the story, but it’s the people behind them that matter most.

Recognition and Responsibility at Work

Along the way, I’ve received recognition from several insurance and financial companies. With personal honor from the Governor of Massachusetts for inclusive hiring practices, particularly in providing opportunities to persons with disabilities.

I do it because every day, a client is making a major decision. I assist them on how to protect their life savings, how to afford healthcare in retirement, how to leave a legacy for their loved ones. And I want to be the person they trust to walk that path with them.

Why Seniors, “ Fred Orentlich, Senior Financial Services”?

Why focus on seniors? Because they are at a critical juncture in life where the right advice can mean the difference between comfort and chaos. At Senior Financial Services, we specialize in helping seniors grow and protect their assets with the most up-to-date strategies available in today’s evolving landscape.

Whether it’s structuring Modified Endowment Contracts, planning for Medicare, or selecting the right type of annuity, I ensure every recommendation is based on sound logic, integrity, and compassion.

Securing Your Future with Fred Orentlich

With 30 years of experience, I’m Fred Orentlich. At Fred Orentlich Senior Financial Services, we focus on protecting your future, not just managing assets. Let’s work together to secure your financial tomorrow.