
Community Investment & Retirement Services
Income-focused retirement planning and investment advice
Independent life insurance advisers for multigenerational families10 Monument Square, Leominster, MA
BHR Life Companies is an independent life insurance brokerage that works with families and business owners, many of them multigenerational enterprises. The firm uses life insurance as a tool for protecting family wealth, and it describes its role as a central adviser that coordinates planning, strategy and the work of a family's other advisory teams.
The firm is a concierge-style practice and says it represents clients first rather than carriers. Its services cover life insurance, business planning, and executive and employee benefits. New clients start with a private introduction arranged through the website. The office is at 10 Monument Square in Leominster, Massachusetts.

Income-focused retirement planning and investment advice


Independent wealth planning for retirement and legacy decisions


Retirement planning and free assessments for pre-retirees and retirees
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