Eastern Dental Financial Insurance Agency
How to Serve Our Dentists Better
For more information or if
you have any questions,
Call Toll Free:
1-800-898-3342 or Request More Info Online.
After EDIC's success with medical malpractice insurance and EDIA's success with personal insurance, we decided to further meet the needs of our dental colleagues by forming a second subsidiary, EDFIA, Eastern Dental Financial Insurance Agency. In 2005, we formed EDFIA to provide our insured dentists with the financial products and services to help them grow their assets and secure their financial futures.
EDFIA is composed of independent, objective financial advisors who are available to advise you, the dentist member, one-on-one about financial planning for your professional and personal life.
"I was always a huge procrastinator when it came to my financial life, but all of that changed when I started working with Eastern Dental Financial Insurance Agency. They really worked with me to put a plan in place that will not only protect my assets, but will help me secure my future. I don't make a financial move without first consulting with EDFIA, my financial picture is really sound and my future is truly bright!" John N. Ducimo, D.M.D.
Financial Products and Services Offered to Dentist Members:
These products and services include, but are not limited to:
- Financial Planning
- Retirement/Estate Planning
- 529 Plans
- 401(k)s, SEPs
- Life Insurance (Variable, Term, Whole, Universal)
- Annuities (Variable and Fixed)
- Long Term Care
- Managed Accounts, Stocks, Bonds, Annuities
- Practice Fringe Benefits
Because financial products and services are highly specialized, EDFIA has endorsed a seasoned financial planner who will work with our dentist members one-on-one to develop a customized solution to help them meet their individual financial goals.
Stephen DelleloStephen has 30 years of experience in the finance and accounting industries and more than 17 years of experience in financial services. For the past decade, Stephen has provided these services to the Massachusetts Medical Society and most recently, to the EDIC insureds through EDFIA.
Stephen's in-depth financial experience and understanding of an individual’s financial objectives prompted him to create the Pension Income Capability Analysis (PICA) program. He has particular knowledge of retirement planning and asset management, as well as individual estate tax planning. As an Associate Professor at Massasoit College, Stephen has taught finance, accounting and personal financial planning. He has published various articles on personal finance and is a reputable speaker on various financial topics.
Stephen is a Chartered Financial Consultant (ChFC). He holds an MBA from Babson College and a BA in accounting from Bentley College. Stephen is a member of the Boston chapter of the Financial Planning Association of Massachusetts.
He is licensed for securities in the following states: MA, NH, ME,.RI and FL. Stephen’s territories are the following MDS Districts: Berkshire, Cape Cod, Metropolitan, South Shore, Southeastern and Valley.
Please contact Stephen directly at 1-800-898-3342 or by email at firstname.lastname@example.org .
Please Note: EDFIA only available in Massachusetts.
For more information or if you have any questions,
Call Toll Free: 1-800-898-3342 or Request More Info Online.