Are You Financially Independent?

Request a no-obligation meeting with Dale A. Frank Financial Group to discuss your financial future and the possible role of insurance and investments in your financial strategy!

Complimentary Report!

“10 Things to Know About Retirement Income”

Our mission is to help reduce financial risk, preserve capital and generate the income you’ll need during retirement.

Since 1989, Dale A. Frank Financial Group has been working with friends and neighbors throughout Massachusetts, Connecticut, Vermont, and New Hampshire to help meet their financial goals through the use of insurance and investments.

About Our Firm

Dale A. Frank Financial Group

We are a Trusted Choice independent agency located in Western Massachusetts. We offer unbiased options, shopping a multitude of insurance companies to offer choice, savings and value, tailored precisely for you.

Our Focus

» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection

» Our Services

Resources

» Stay abreast of the stories and headlines that impact you. Check out the news about Dale A. Frank Financial Group and other topics of interest.

» View our Library

Upcoming Events

» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» Calendar of Events

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Shawn Wrisley offers advisory services through AE Wealth Management, LLC. Dale Frank offers securities through Madison Avenue Securities, LLC. Member FINRA/SIPC. Dale A Frank Financial Group and Madison Avenue Securities are not affiliated companies.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.