About Us - Friendly Insurance Agency

Lynn Office

471 Western Ave, Lynn, MA 01904

Trusted Insurance and Tax Experts Serving the North Shore for Over 35 Years

At Friendly Insurance Agency & Tax Services, we’re proud to be your local, independent insurance agency and IRS-licensed Enrolled Agents (EA) serving the North Shore community for more than three decades.

Our team combines over 35 years of professional experience in insurance, tax preparation, and IRS audit representation. We understand that both insurance and tax matters can be complex — that’s why our goal is to simplify them for you. Whether you need help protecting your home, business, or vehicle, or you’re looking for accurate tax filing, bookkeeping, payroll, or IRS representation, we provide the comprehensive support you deserve.

Why Choose Friendly Insurance Agency & Tax Services?

1. Expertise You Can Rely On

Our Enrolled Agents and licensed insurance professionals bring deep expertise in insurance planning, income tax preparation, and audit defense. We stay current with all industry regulations and continuing education to ensure you always receive up-to-date guidance and the most effective solutions.

2. Personalized Service

Every client’s situation is unique. We take the time to understand your specific needs, then craft custom insurance and tax solutions that fit your goals and budget — whether for your family or your business.

3. Independent & Objective Advice

As an independent agency, we’re not tied to any one insurance carrier. That means you get honest, unbiased recommendations and access to multiple carriers to help you find the best coverage at the best price.

4. Year-Round Support & Claims Assistance

Our commitment doesn’t end when your policy or tax return is complete. We’re here all year long to answer your questions, update your coverage, and assist with claims or IRS correspondence whenever you need us.

5. Building Long-Term Relationships

We believe in long-term partnerships built on trust, reliability, and service. Many of our clients have been with us for decades — because they know we’ll be there whenever life changes.