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Capital Analysts of New England, Inc.

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  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

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Insurance Services

Insurance is a strategic tool used in a variety of situations which affect our clients. Insurance is not always a component of the work our advisors do for clients, but when it is, it can play a key role in client's planning.  The importance of this has led us to develop strong insurance consulting capabilities. Our capabilities give us the knowledge and the leverage with carriers to be superior advocates for our clients’ needs. Our advisors' knowledge in insurance aids the ability to:

  • Minimize the amount of insurance required through case design;
  • Determine the most appropriate type of product and then help access it through a cooperative of firms who work with clients like ours;
  • Negotiate pricing and underwriting decisions, through multiple companies, as independent advocates for our clients;
  • Directly monitor and assess the performance of insurance purchased to assure it continues to achieve the client’s objectives; and
  • Provide insurance audits-things have been changing quickly in this industry and there are products and solutions that were not feasible as recently as 5 years ago.  Many people have been surprised by how much our advisors could help improve their insurance portfolio. 

Wealth Management Services

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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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