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Meet the Team

At our firm, we have the client—and only the client—in mind.

White Financial Services is a trusted and experienced team of representatives ready to serve individuals, families, estates, and businesses. Although we primarily operate from our Southeastern Massachusetts location, we offer support to our clients in multiples states across the country. We bring with us 35 years of expertise in financial planning, estate planning, Life Insurance, sales of mutual funds, & investing. 

We strive to communicate clear, concise, financial advice in an ever-changing world. It is our goal to help you achieve your goals. We focus on developing long term relationships with you and your generations to follow.

At our firm, we have the client—and only the client—in mind.

Since 1985, Douglas White has been working with individuals and businesses primarily in the Northeast and Florida. He brings with him extensive personal and professional experience.

As a Registered Representative, he holds licenses to sell a variety of investment and insurance products in many states.

White Financial Services and Insurance is dedicated to providing clear, concise explanations and offer advice to the questions that concern you most. 

Joan White

Joan White

Administrative Assistant

(508) 654-2566

(508) 682-4051

Let's Get to Know Each Other

I am looking forward to using our expertise to help you pursue your financial goals.

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