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Retirement Planning & Health Insurance/Corporate Benefits

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

We do not offer every plan available in your area. Currently we represent 7 organizations which offer 24 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program 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?

Testimonials & Reviews

Insurance Concierge Services

Stress-Free Coverage, Personalized Support

Our Insurance Concierge Services give you a seamless, stress-free way to manage your insurance. Think of us as your personal advocate—guiding you, handling the details, and ensuring you never feel lost in the process.

Financial Consultation

You’ll always speak directly with our New Hampshire team. No endless hold times. No 800 numbers. Just real people ready to help.

What You Get:

Personalized Coverage Reviews

We evaluate your policies to ensure they fit your lifestyle, goals, and risk profile.

Claims Assistance

From filing to follow-up, we guide you through the process quickly and efficiently.

Policy Management

Renewals, updates, and documentation handled for you.

Carrier Comparisons

We shop top-rated insurers to find the best coverage at the best rates.

Proactive Risk Management

We spot gaps before they become problems, protecting your assets and peace of mind.

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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.

  • 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

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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.

  • Retirement Planning

  • Estate Conservation

  • Legacy Succession

  • Business Insurance

  • College Planning

  • Employer Benefit Packages

  • Income Retirement Protection

  • Social Security Maximization

Insurance and Financial Consultants

With over 30 years of experience, Dragon Financial is a trusted financial agent to individuals, families, and businesses in New Hampshire, Massachusetts, Vermont, Maine, Arizona, and Florida. Contact us to schedule your no-obligation consultation!

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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