Our Firm

"Merrimack Insurance & Retirement Planning Services is a team of highly qualified professionals who help you set aside funds for your future in a cost effective and tax efficient manner, while protecting your accumulated assets.”

-Mark Krupkowski, Financial Services Representative

A Tradition of Excellence
Since 1983 Merrimack Insurance & Retirement Planning Services has provided wealth management, insurance, estate planning, business succession strategies, employee benefits, retirement funding, long-term care insurance and education funding to our clients.

A Commitment to Service
Merrimack Insurance & Retirement Planning Services is committed to each of its client's individual financial success. Unlike companies that offer “standardized” solutions to complex problems, our group first listens to you and then thinks objectively in terms of how to best meet your specific needs.

Our team works within your existing financial program and will partner with your other professional advisors to develop strategies and solutions that help you to achieve your goals. We will provide unparalleled levels of personal support through

 

    Face-to-face confidential consultations
    Customized analysis and design
    Personalized recommendations
    Periodic monitoring of our continued progress toward achieving your goals

Our Leadership
 Mark Krupkowski of Merrimack Insurance & Retirement Planning Services has 25 years' experience in employee benefits and retirement planning services. Over the years, he has worked with dozens of clients across a wide range of industries - from high-tech and manufacturing to healthcare, consulting and retail.

Mark holds numerous professional designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and CERTIFIED FINANCIAL PLANNER™ designation. He is a member of The American Society of Financial Service Professionals. In addition, he holds Series 6, 63 and 7 Securities Licenses.

Mark is an Investment Advisor Representative . A graduate of Boston College, Mark's focus is in serving small-and medium-sized businesses in Massachusetts and New Hampshire.
 

 

 


Mark Krupkowski, CLU®, CFP®, ChFC®
Registered Representative and Investment Advisor Representative

Estate & Business Planning*
Herbert K. Daroff, J.D.*, CFP®
Richard Petrucci Jr., J.D.*, CPA, CFP®

Financial Planning
Sybil Durgin,
CFP®

Investment Management
Anthony Leonardo, Jr., CLU®, ChFC®

Life Insurance
Robert Piatelli

Retirement Plans
Stephen M. Cunha, CFP®, CLU®, CLTC

Disability Income Insurance
Jerald P. Facey, CFP®

Annuities & Long Term Care Insurance
Mark R. McManus

Special Care Planning
Rich Harwood


 *Not practicing on behalf of MML Investor Services, LLC., or its affiliated companies. Representatives do not provide tax and/or legal advice.  Please consult your tax advisor and/or attorney for such guidance

 

Our team of professionals is highly respected in the industry. These individuals are available as a resource to work with you and your advisors to design and implement programs to help you achieve your financial goals. Whether you are a business owner, rising executive or retiree, we have the expertise you need to develop a solid plan which will help meet your needs.

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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