DM&M has been in business for over 25 years. DM&M is a financial services and insurance firm with clients throughout the U.S., with a concentration in New England. The two distinct divisions provide wealth management, financial and estate planning as well as property and casualty insurance. The advisors in the wealth management division manage money directly and indirectly with outside money management firms and work closely with high net worth clients in the accumulation, distribution and preservation stage, as well as in legacy and generation planning. The property and casualty division handles auto, homeowners and liability insurance.
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