About Us

Robert F. Terry lives with his wife, Karen and their three children in Walpole, MA. Bob has been a member of New York Life's President's Council and is currently a member of Million Dollar Round Table*. Bob is committed to providing individuals, families, and businesses with life insurance and financial products and services that meet their needs. He is helped in this endeavor by his brother, William. J. Terry, III, CFP, CLU, ChFC, Executive Partner at the Boston General Office with New York Life, who has been in the business since 1996. Bob keeps up with current insurance and financial product trends and offers outstanding service. He shows true concern for his clients and hopes to earn your trust as he helps you achieve your goals. Bob's Experience & Achievements include:

• Member, New York Life President's Council
• New York Life, Rookie of the Year 2001
• Member, Million Dollar Round Table*
• Member, National Association of Insurance and Financial Advisors
• Member, Boston College Club

Customer satisfaction, combined with a reputation built on integrity, knowledge and experience, is the cornerstone of Bob's successful career. Please use this Web site as a resource - contact us for additional information or to schedule a meeting.
 

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.