Erica wright3/29/2023 ![]() ![]() The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. ![]() Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. They do not refer, in any way, to securities or investment advisory products. AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services not affiliated companies.Īny references to streams on this website refer only to fixed insurance products. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Tax services are offered by Karen Mullaney, CPA. ![]() South Shore Retirement Services has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.Įstate planning and legal services are offered through William Caldwell, P.C., Attorney at Law. Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. ![]()
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