Business Details
Trusted Insurance & Financial Advisors in Plymouth, NH
Dragon Financial Services has been a trusted partner in insurance and financial planning for over 30 years. Our team combines deep industry expertise with personalized service to help individuals, families, and businesses in New Hampshire and beyond navigate complex insurance and retirement planning needs. We prioritize client relationships, offering tailored solutions that align with each client's unique goals and circumstances.Our commitment to transparency, community engagement, and continuous education ensures clients receive informed, ethical guidance. With offices in Plymouth and Portsmouth, NH, we serve clients across New Hampshire, Massachusetts, Vermont, Maine, Arizona, and Florida.
Services
Health Insurance
Life Insurance
Retirement Planning
Long-Term Care Insurance
Concierge Services
Medicare Supplement Plans
Dental Insurance
FSA/HRA/HSA Accounts
Employee Assistance Programs
Compliance Packages
Highlights and features
- We have over 30 years of experience in insurance and financial planning.
- Our team provides personalized coverage reviews tailored to your lifestyle and goals.
- We offer proactive risk management to protect your assets and peace of mind.
- Our local expertise ensures solutions aligned with Granite State communities.
- We represent 3 organizations offering 18 products for comprehensive options.
What people say
Personalized coverage reviews
Proactive risk management
Compassionate guidance
Local market knowledge
Stress-free process
Services
Health Insurance
We offer comprehensive health insurance solutions for individuals and employers. Our services include policy comparisons, claims assistance, and compliance management. With access to top-rated carriers, we help clients find affordable coverage tailored to their specific healthcare needs and budget requirements.
Retirement Planning
Our retirement planning services focus on creating sustainable income strategies. We specialize in annuities, IRA/401K management, and social security optimization. Our approach ensures clients maintain their lifestyle during retirement while protecting assets for future generations through strategic wealth transfer planning.
Life Insurance
We provide term, whole, and universal life insurance solutions. Our offerings include final expense policies and hybrid life-long-term care plans. These products help clients protect loved ones, preserve estates, and create tax-advantaged financial strategies while building cash value for future needs.
Long-Term Care Insurance
Our long-term care solutions include traditional policies, hybrid life insurance riders, and short-term care plans. We help clients protect retirement assets while maintaining care independence. Our advisors guide clients through coverage options that reduce family financial burdens and ensure quality care choices.
Concierge Services
Our concierge team offers personalized policy management, including renewals and documentation handling. We provide claims assistance and carrier comparisons to ensure optimal coverage. This service emphasizes direct communication with local representatives rather than call centers, ensuring a seamless client experience.
People
Robert J. Dragon
President, CLTC
With over 30 years in insurance, Robert earned the Million Dollar Round Table 'Top of the Table' distinction. He served on Blue Cross NH's Advisory Board and shaped healthcare solutions for New Hampshire residents through industry leadership roles.
Misti S. Dragon
Vice President
Misti brings extensive insurance expertise, focusing on employer-sponsored plans and Medicare solutions. She combines professional excellence with community insight, specializing in HSA/FSA management and small business benefits packages.
Amy Duprey
Account Manager
Amy has over 20 years of health insurance experience, specializing in Medicare and group plans. A New Hampshire native, she focuses on personalized service, guiding clients with clarity and compassion through complex insurance decisions.
Tobi Beckman
Client Services Representative
Tobi offers two decades of healthcare experience, including roles at Anthem Blue Cross Blue Shield. As a licensed broker, she specializes in helping clients navigate health insurance with empathy and industry expertise.
Chris Chiesa
Internal Strategic Operations/ADMIN
Chris has over two decades of experience with Anthem Blue Cross Blue Shield. He specializes in operational support and training, bringing process expertise to enhance service delivery for both clients and insurance professionals.
Questions
What insurance products do you offer?
We provide health, life, long-term care, disability, Medicare, dental, and retirement planning solutions, including HSAs, FSAs, and employer benefit packages.
Do you work with both individuals and businesses?
Yes, we serve both individuals and small businesses, offering personalized coverage reviews and custom-built benefits packages tailored to specific needs.
Are you licensed in my state?
We are licensed in New Hampshire, Massachusetts, Vermont, Maine, Arizona, and Florida, serving clients across these six states.
How do you help with Medicare planning?
We offer Medicare Supplement/Part D plans and Advantage plan comparisons, helping clients navigate options for comprehensive coverage and cost management.
What areas do you serve in New Hampshire?
We serve all New Hampshire regions including North Woods/White Mountains, Merrimack Valley, Seacoast, Lakes Region, Sunapee Region, and Monadnock areas.
