Creative Wealth Solutions and Insurance Services, LLC

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Norwell, MA
Creative Wealth Solutions and Insurance Services, LLC

Creative Wealth Solutions is here to provide quality wealth management, insurance planning & financial planning to individuals, families & businesses.

Jason Bourque, Blair Breton, Donovan Dunn, William Charrier offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Jason Bourque, Blai

r Breton are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Jason Bourque, Blair Breton, Donovan Dunn, William Charrier are also licensed as an Agents with New York Life Insurance Company and a Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2048 Washington Street
Suite 2
Hanover, MA 02339
(781)347-3424

Jason Bourque, Blair Breton, Donovan Dunn, William Charrier are not licensed in all jurisdictions. Neither Creative Wealth Solutions and Insurance Services, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Creative Wealth Solutions and Insurance Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

07/22/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

07/20/2026

We are proud to share that Blair and Jason have been recognized as two of the top insurance professionals in the state by Forbes | Shook Best-in-State Financial Security Professionals. This recognition is a true honor, and they owe it all to our incredible clients for their trust and support. Learn more about the list and the ranking methodology here https://bit.ly/4frNHbq

07/16/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.

07/13/2026

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial security.

07/08/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/3QZe1Se

07/04/2026

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

06/30/2026

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversations. If you need any guidance of your own, don't be afraid to raise your hand. We’re here to help.

06/23/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

06/21/2026

Happy Father's Day to all the amazing dads and father figures who make a difference every day!

Address

101 Accord Park Drive, Suite 201
Norwell, MA
02061

Telephone

+17813473424

Website

http://www.creativewealthsolution.net/

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