Welcome to Dragon Financial Services
The retirement planning and health insurance agents at Dragon Financial Services serve individuals, families, and employers in Rye, New Hampshire. Either meet us at our Portsmouth office, or we'll come to you! We’re an award-winning agency that prides itself on providing personalized services that help our clients protect their best interests and reach their financial goals. Here’s why you can feel confident working with Dragon Financial:
Our team lives and works where you do and we’re fully invested in our community. Everything we do is guided by our Code of Ethics, earning us the trust of hundreds of local individuals and employers. We have also earned many industry awards, including the prestigious Five Star Management Award.
We are passionate about customer service, as seen in how we operate our business every day. We offer over 30 years of combined customer service experience and always keep your best interests above anything or anyone else. Every client needs to receive the highest level of attention and is treated with a sense of urgency.
With over 30 years of experience, we’ve served thousands of satisfied clients throughout New Hampshire and Maine. Owner Robert Dragon, a trusted expert in the industry, has participated in many state insurance and financial organizations and served on the Advisory board of Blue Cross and Blue Shield of NH.
Individual & Group Health Insurance Coverage
For over 30 years, Dragon Financial Services has assisted individuals and employers with finding the right healthcare insurance option for their needs and budget. We represent all major carriers, offering personalized services and support to clients in New Hampshire and Maine. We offer the following products:
Long-Term Care Insurance
Medicare Supplement/Part D Plans
Employee Assistance Programs (EAPs)
Retirement Planning Services
There’s a lot at stake when it comes to your financial future. Our professional team will help you make informed decisions to advance and protect your financial interests. We offer a variety of products and services:
Income Retirement Protection
Social Security Maximization
Let us Answer Your Retirement Planning & Health Insurance Questions
Selecting the right retirement plan and health insurance coverage for your needs and budget can be an overwhelming task. We’re always available to answer any questions you may have and assist you in evaluating your options. If you’re a Rye resident or employer, contact us today for a free, no-obligation consultation!
We are a proud recipient of the Five Star Wealth Manager Award from Five Star Professional, a third-party, independent research firm. This prestigious award indicates that we have maintained the highest level of overall client satisfaction. It is held by less than 7% of all of New Hampshire’s wealth managers.
Frequently Asked Questions
We offer retirement planning and health insurance coverage in New Hampshire and Maine towns within 50 miles of our Portsmouth and Plymouth offices.
We offer over 30 years of experience. To ensure we continue to provide the best advice and solutions for our clients, our team members undergo ongoing training and education in our field.
Our team assists employers in selecting the right employee health insurance solution for their needs and budget. We also offer FSA/HRA/HSA programs and EAPs (Employee Assistance Programs).
Yes! We’ll help you select the right type of annuity for growing your savings and maximize your retirement income.