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Over 30 Years Experience

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Retirement Planning & Health Insurance/Corporate Benefits

Licensed in NH, VT, ME, AZ, & FL

For Medicare RX and Medicare Advantage Plans - We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Welcome to Dragon Financial Services

Over the years, our clients have experienced the value of sound financial advice. Advised planning will help you make good decisions for a solid financial future. Are you ready to set yourself up for success?

Health Insurance Coverage for Individuals & Employers

We offer a wide variety of health insurance and benefits packages for both Individuals and small business owners. We can custom-build a benefits package tailored to your needs and budget. In addition to the above, we offer advanced benefit planning that offers potential tax incentives to help mitigate and reduce costs.

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  • Health Insurance

  • Life Insurance

  • Long-Term Care Insurance

  • Disability Insurance

  • Medicare Supplement/Part D Plans

  • Dental Insurance

  • FSA/HRA/HSA

  • Employee Assistance Program (EAP)

  • Compliance packages

Retirement Planning Services

Planning for your financial future is more important now than ever before. Consult our experts for answers to all your estate planning questions.

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  • Retirement Planning

  • Estate Conservation

  • Legacy Succession

  • Business Insurance

  • College Planning

  • Employer Benefit Packages

  • Income Retirement Protection

  • Social Security Maximization

Insurance and Financial Consultants in Plymouth & Portsmouth, NH

With over 30 years of experience, Dragon Financial is a trusted financial agent to individuals, families, and businesses throughout New Hampshire. Contact us to schedule a no-obligation consultation at our Portsmouth or Plymouth location today!

Serving All of New Hampshire

With offices in Plymouth and Portsmouth, Dragon Financial Services provides expert health insurance, retirement planning, and financial advice throughout the Granite State.

North Woods/White Mountains

Bartlett, Berlin, Colebrook, Columbia, Conway, Errol, Franconia, Gorham, Jackson, Lincoln, Littleton, Pittsburg, Plymouth, Sandwich, Sugar Hill, Tamworth

Merrimack Valley

Allenstown, Amherst, Atkinson, Auburn, Bedford, Boscawen, Bow, Brookline, Candia, Canterbury, Chester, Chichester, Concord, Deerfield, Derry, Dunbarton, Epsom, Goffstown, Hampstead, Henniker, Hollis, Hooksett, Hopkinton, Hudson, Litchfield, Londonderry, Loudon, Manchester, Merrimack

Seacoast

Atkinson, Brentwood, Danville, Dover, Durham, East Kingston, Epping, Exeter, Fremont, Greenland, Hampstead, Hampton, Hampton Falls, Kensington, Kingston, Lee, Madbury, New Castle, New Durham, Newfields, Newington, Newmarket, Newton, Plaistow, Rochester, Rollinsford, Rye, Sandown, Somersworth, South Hampton, Stratham

Lakes Region

Alton, Barnstead, Belmont, Center Harbor, Franklin, Gilford, Gilmanton, Holderness, Laconia, Meredith, Moultonborough, Ossipee, Sanbornton, Sandwich, Tilton, Tuftonboro, Wolfeboro

Sunapee Region

Andover, Bradford, Danbury, Grantham, Newbury, Newport, New London, Springfield, Sunapee, Sutton, Warner, Wilmot

Monadnock

Antrim, Bennington, Deering, Dublin, Fitzwilliam, Francestown, Greenfield, Hancock, Harrisville, Hillsborough, Jaffrey, Lyndeborough, New Ipswich, Peterborough, Rindge, Sharon, Stoddard, Temple, Wilton

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