Services For Individuals


Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
 
Retirement Planning
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
 
Elder Care
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.

Days until May 17th



Off Season Business Hours

Mon Tue Wed Thu Fri Sat Sun
7:30am 7:30am 7:30am 7:30am
4:30pm 4:30pm 4:30pm 4:30pm

In Season Business Hours (January 15th-April 15th)

Mon Tue Wed Thu Fri Sat Sun
7:30am 7:30am 7:30am 7:30am 7:30am
5pm 5pm 5pm (7:30pm by Appointment Only) 5pm (7:30pm by Appointment Only) 5pm

Rosatone & Bell, LLC, 350 Main Street, Suite 3, Haverhill, MA 01830