Sevenwood Financial Services, LLC., Logo
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Retirement Income Planning 

Protect and Grow What You Have Worked so Hard to Earn.
Our clients actually get to KEEP their gains! Those in the market (stocks, mutual funds, etc) could lose all their gains and more next week, next month or next year.

After meeting with us, your holdings will go from "LOSS-WIN-LOSS" to nothing but "WIN"…..from now on. We believe in educating you on ALL your options and will introduce you to safe and profitable asset protection solutions that you never knew existed.

Financial Services

You don't need to be of retirement age to think about retirement. Our client’s ages range from 25 to 80. It's never too early or too late to start planning for your future. What we have to share with you will take you safely away from the roller coaster of the markets and give you renewed hope that you will never again have to rely on something that can lose value to plan your present or your future.

Retirement Solutions 

Request a free,  no-obligation consultation
Call (203) 376-7947

Our Story

There are three ways that you can do business in investments: Online, Captive Agent and Independent

Online may seem convenient and make you feel like you are in control, but you will
never learn that there is another, better, choice just waiting to be discovered.

A Captive Agent is only allowed to recommend the products and resources
of the one company that they work for, limiting your choices.

An Independent has access to all companies and all of their
choices, allowing them to present to you the "best of the best".

                The retirement solutions that we work with, without a doubt, "Protect your assets, while giving them the greatest potential for gain".                                  When you pick up the phone to call us, we want you to feel as if you are calling a trusted friend. You will be treated with the care and respect that we would give to a member of our family.  Give us a call today for more information.

Membership Icon

Member of the Naples, Florida, Chamber of Commerce

Ranked in the Top 100 in the country for the Past 8 Years


Thank you for your interest. Please reach out with questions or comments using the information below. We look forward to hearing from you.

(203) 376-7947 or (781) 307-1769 (Debbie Marti)
(781) 820-9230 (Donald Spurr)
(239) 206-6504 (Bonita Springs/Naples Office)

Hours of Operation
8am to 8pm, 7 days a week, by appointment only

1 Mansfield Grove Road, #310, East Haven, CT 06512

4 Farmland Road, Saugus, MA 01905 

8891 Brighton Lane, Suite 107, Bonita Springs, FL 34135 

Service Area
Continental U.S.