About Us
Meltzer Insurance Agency
Our Mission is to help our clients Build, Protect and Preserve their Assets, Safely.
Meet Joshua Meltzer
Joshua Meltzer, CFP®, CLU, ChFC, CEPA®, CASL, REBC
Joshua Meltzer entered the financial services business in 1984 shortly after graduating from Syracuse University with a degree in business. Mr. Meltzer has had 35 years of experience in many areas of the financial services business as an insurance broker, planner, advisor, retirement plan consultant and employee benefits broker. Joshua has obtained a number of professional credentials including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU), Certified Advisor for Senior Living (CASL), Certified Exit Planning Advisor (CEPA) and several other Retirement and employee benefit-focused designations.
As an online insurance broker, he has access to dozens of insurance companies, so you can be rest assured that you are not only getting the best premiums with your insurance choices, but more importantly, you are getting the best value.
Meltzer Insurance Agency is an independent insurance agency based in Greater Boston. We specialize in fixed insurance products including Life Insurance - both term and permanent, Annuities, and Disability Income products. These traditional products provide straightforward protection and guaranteed income for you and your family. We know that the process of insuring and protecting your loved ones can be stressful. We are not investment advisors or brokers and we will not try to sell you any investment products. We can work with you to educate you and advise you on the type of insurance and amount that best suits your needs.
Through our strong, diverse partnerships with industry leaders, we can offer the best cutting edge products and strategies to provide you with the insurance you need, at every stage of life, that best fits your budget.
As an online insurance broker, he has access to dozens of insurance companies, so you can be rest assured that you are not only getting the best premiums with your insurance choices, but more importantly, you are getting the best value.
Meltzer Insurance Agency is an independent insurance agency based in Greater Boston. We specialize in fixed insurance products including Life Insurance - both term and permanent, Annuities, and Disability Income products. These traditional products provide straightforward protection and guaranteed income for you and your family. We know that the process of insuring and protecting your loved ones can be stressful. We are not investment advisors or brokers and we will not try to sell you any investment products. We can work with you to educate you and advise you on the type of insurance and amount that best suits your needs.
Through our strong, diverse partnerships with industry leaders, we can offer the best cutting edge products and strategies to provide you with the insurance you need, at every stage of life, that best fits your budget.
Services Provided
Certifications
CFP®
Certified Financial Planner
CFP Board
CFP Board
ChFC
Chartered Financial Consultant
The American College of Financial Services
The American College of Financial Services
CLU
Chartered Life Underwriter
The American College of Financial Services
The American College of Financial Services
CEPA®
Certified Exit Planning Advisor
Exit Planning Institute
Exit Planning Institute
Education
BS, Communications
Syracuse University - S.I. Newhouse School
BS, Management
Syracuse University - Whitman School of Management