Offering Insurance & Retirement Solutions

We specialize in Pre-retiree and retiree Retirement Income planning, Medicare insurance options, Long term care, and Annuity selection for stable retirement income, legacy survivor, and long term care options. In addition, we proudly serve military veterans by guiding them through VA benefits, helping maximize pension, healthcare, and long-term care options as part of a comprehensive retirement income strategy.

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Reliance Financial Group

Reliance Insurance & Advisory specializes in helping you understand when and how to enroll in insurance.

Reliance Financial Group is a specialized group that can help with Medicare & Social Security planning, Calculating all your Federal & Postal Retirement Benefits, Creating a Retirement Income Plan by doing a Retirement Income Gap analysis, Our Taxes in Retirement tool can project forward and show very small changes and their affect on future taxes, We can offer an annuity review of existing contracts in a fair and objective way, and We offer a Life Insurance review for policies you may want looked at to ensure they have kept up as promised. Our agents have a combined 100 years of experience and we are a very wise home for your safe and legacy monies.

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Helping Educate You

On Your Insurance Options

MEDICARE

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Calculate your Tax Bill in Retirement

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Calculate your federal benefits and retirement

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calculate your retirement income gap

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review your existing life insurance

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review your existing annuities

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optimize social security

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See what our clients are saying about us

Client reviews

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John Danahey

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Marco is a wealth of knowledge and provides exceptional advice for your insurance needs.

Rob Ellis

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Marco is a financial guru. He saved me an insane amount of money by knowing about programs that I would have never benefited from if it was not for his financial consult. A+ financial planner and an even better person.

Mary Tucker

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Very satisfied with Marco’s service. Very professional and always available to help with any questions or concerns.

Sarah Nattress

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First class service and extremely knowledgeable. Will and Marco made something that I consider daunting to be very simple. Will continue to work with them for years to come!

Bella Meyer

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Best financial advice I’ve ever received, Marco truly changed my financial situation with his advice and now I’m doing better than ever. Thank you Marco!

Matt Cavallo

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Top notch professionalism, industry insight and compassion. Marco & Wills insight on insurance, annuities, Medicare, Medicaid, social security income, and long term care is world class. Anyone is lucky to work with them.
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Contact Information

Address Details

  • 2 Charles St., Suite 3A Providence, RI 02903

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