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Lori Moncada
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(774) 435-9000(774) 435-9000
Lori MoncadaFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Middleboro, MA
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Meet Lori Moncada
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
AZ, CO, FL, MA, ME, MO, NH, NM, NY, PA, RI, SC, TX, VA
professional background
Joined Bankers Life in 2005Became a Financial Representative in 2008Began work in the Insurance Industry in 2005Education: B.A. (Physical Education); M.S. (Exercise Physiology)
designations received
Company Recognitions: Hall of Fame Presidents Honors Circle LifetimeInsurance Designations: Certified Long Term Care, Million Dollar Round Table, Retirement Income Certified ProfessionalFinancial Representative Designations: Series 6, 7, 24, 63, 66 and RICP
Lori Moncada, Bankers Life Agent and Bankers Life Securities Financial Representative in Middleboro, MA
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(508) 923-5650(508) 923-5650
Direct Phone:
(774) 435-9000(774) 435-9000
Cell Phone:
(774) 454-9569(774) 454-9569
Branch Info
16 Commerce Blvd
Ste 3
Middleboro, MA 02346
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Saturday by appointment only
Request An Appointment
Awarded as a 2025 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Products & Services Offered in Middleboro, MA
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Lori Moncada
5.0
Rating 5.0
(12 Reviews)- September 15, 20255.0 out of 5.0Rating 5.0Lori made our experience so comfortable and easy to understand. We were novice investors so we were nervous going in. She is a very down to earth individual and has a real personality no fake stuff involved lol! I left with a confident experience and couldn’t wait to meet again!
- April 14, 20255.0 out of 5.0Rating 5.0Lori is an understanding, reliable, reachable and knowledgeable advisor. She always makes sure she understands my request, gives me feedback as well as alternative solutions. I highly recommend her - she's approachable, thorough and compassionate.
- April 6, 20255.0 out of 5.0Rating 5.0I have worked with Lori for several years now. She calls me right back and is very helpful with all my questions and scheduling appointments for me to come in. My parents were long time customers of Bankers Life. I would recommend Lori to be your financial advisor.
- April 3, 20255.0 out of 5.0Rating 5.0Great service,good communication and follow through. I have all the confidence in her.
- April 3, 20255.0 out of 5.0Rating 5.0The moment we met, I knew Lori would be great. She is a wonderful warm hearted woman. You could just tell. I was very impressed by her knowledge of all the things we were discussing.She wants to keep our money safe. It’s nice to feel that. In these times it is a little scary figuring out what to do. She knows so much that I feel safe with her.
- April 3, 20255.0 out of 5.0Rating 5.0I'm far from being a large investor but Lori has always supported me as if I was. She and her staff provide outstanding customer service and looks out for my best interest on an ongoing basis.
- April 2, 20255.0 out of 5.0Rating 5.0I have found Lori to be professional and extremely knowledgeable as a financial advisor. Lori is always quick to respond to all my questions and taking the time to explain in detail. Lori has given my wife and I a peace of mind in our financial future.
- April 2, 20255.0 out of 5.0Rating 5.0Lori is a very smart advisor who with her vibrant personality makes you feel comfortable about her recommendations. She has been my go to person for over ten years.
- April 1, 20255.0 out of 5.0Rating 5.0Lori has been a great help to us plan our financial future/retirement.
She is always calm and straightforward. We are so thankful we can depend on her. She answers all of our questions in a way we understand. - February 27, 20255.0 out of 5.0Rating 5.0Knowledgeable, courteous and professional
- January 12, 20255.0 out of 5.0Rating 5.0Lori is always available to answer questions, and always has the right answers!
- December 19, 20245.0 out of 5.0Rating 5.0Great Job!
I appreciate you!
Displaying reviews 1 - 1 out of the 12 most recent
FAQs
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Lori
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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