Financial Planning


Eastern Dental Financial Services (EDFS)
(800) 898-3342 or

EDFS Financial Services is a specialty practice designed and built to provide financial planning services to Massachusetts dentists. Our advisors intend to earn your trust the same way you earn the trust of your patients every day by providing the best objective advice possible based on experience and expertise. With trust as the cornerstone of each client relationship, dentists work with advisors to better manage their financial lives.

  • Independent, objective financial advice based on a consultative approach.
  • Retirement, estate, and educational planning with certified financial planners.
  • Managed accounts, stocks, bonds, and annuities.


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