Dragon Financial Services
The retirement planning and health insurance professionals at Dragon Financial Services offer over 30 years of experience serving individuals, families, and employers in Littleton, New Hampshire, and surrounding communities. Meet with us at your home or business or in our Plymouth office. An award-winning agency, we pride ourselves on providing personalized services that help you attain your financial goals. We recognize that selecting a health insurance or retirement planning agent can be an overwhelming task. Here’s why you can feel confident working with the professionals at Dragon Financial:
Trustworthy & Reliable
We are a local firm with close ties to our community. Guided by our Code of Ethics, we have earned the trust of hundreds of clients and built a solid reputation for helping individuals, families, and employers meet their financial goals. We have also earned many industry awards, including the Five Star Management Award.
Unparalleled Customer Service
Dragon Financial Services is passionate about customer service and it is evident in how we operate our business each day. Our support team has over 30 years of combined customer service experience and always makes your best interests our highest priority. Every client-related matter receives our detailed attention and is handled in a swift and urgent manner.
30+ Years of Experience
With over 30 years of experience, we’ve served thousands of individuals, families, and employers in New Hampshire and Maine. Owner Robert Dragon is a trusted expert in the field, participating in many state insurance and financial organizations, and serving on the Advisory board of Blue Cross and Blue Shield of NH.
Individual & Employer Group Health Insurance in NH
Dragon Financial Services assists individuals and employers in finding the best healthcare insurance solution for their needs and budget. We represent all major carriers, offering personalized service to clients throughout New Hampshire and Maine. We offer the following products:
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Health Insurance
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Life Insurance
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Long-Term Care Insurance
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Disability Insurance
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Medicare Supplement/Part D Plans
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Dental Insurance
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FSA/HRA/HSA
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Employee Assistance Programs (EAPs)
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Compliance Packages
Retirement Planning
When it comes to your financial future, there’s a lot at stake. Our experienced team will advise you on making informed decisions today that will advance and protect your financial interests tomorrow. We offer a variety of products and services, including:
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Annuities
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IRA/401K Annuities
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Income Retirement Protection
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Social Security Maximization
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Life Insurance
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Estate Conservation
We’re Here to Answer Your Retirement Planning & Health Insurance Questions
Selecting the right retirement plan and health insurance coverage can be an overwhelming process. Let our professional team answer any questions you have and assist you in evaluating your options. Schedule a no-obligation consultation today!
Dragon Financial Services LLC is a proud recipient of the Five Star Wealth Manager Award from Five Star Professional, as a third-party, independent research firm. This honor for achieving the highest level of overall client satisfaction is held by less than 7% of the wealth managers in New Hampshire.
Frequently Asked Questions
We provide retirement planning and health insurance coverage to individuals and employers within 50 miles of our Plymouth and Portsmouth offices. (New Hampshire and Maine)
Owner Robert Dragon offers over 30 years of experience in retirement planning and health insurance. To ensure we offer the best advice and solutions for our clients, our team receives ongoing industry training and education.
Yes. We assist employers in selecting the best employee health insurance for their needs and budget. We also offer FSA/HRA/HSA programs and EAPs (Employee Assistance Programs).
Yes! Let us help you grow your savings and maximize your retirement income with the right type of annuity.
Schedule a free, no-obligation consultation with our team to learn about your options.
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
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