Retirement Services in South Shore, MA

Many Solutions,

Under One Roof

South Shore Retirement Services is a full-service retirement and insurance firm with over thirty years of experience finding real-world solutions to the concerns facing retirees of today and tomorrow. Our goal is to reduce the stress of preparing for retirement because we have a team that can provide numerous solutions for a variety of our clients, under one roof.

Our Retirement and Insurance Professionals

Meet Our Team.

Mark Rowlette
Mark E. Rowlette, President & Founder

Mark was born and raised in Dublin, Ireland. He obtained his degree in Accounting/Finance and Business Management from Dublin Business School. In the late 90’s Mark immigrated to the United States to start his career as a financial consultant at the age of 21.

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Carol Talanian, Operations Specialist

Carol Talanian has worked with Mark since 2011. She is takes care of all the day to day business in their Hingham office. She also handles client relations and seminar planning at SSRS. Carol is often the first person you will see when you attend a seminar and the first person you will speak to when you call or visit their office.

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Bill Caldwell, P.C., Attorney at Law

Bill is an experienced attorney with extensive knowledge of estate planning, estate administration, estate litigation, probate court matters, and tax planning. His expertise is in federal and state estate taxes, federal gift and generation-skipping transfer taxes, and the design and implementation of estate plans of all levels of sophistication, from basic to high-net-worth, with the emphasis on the legal needs of working couples with growing families.

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Stuart Millard, CFP®

Stuart has been concentrating in the senior market since 2006 by assisting seniors with their Medicare health insurance plan choices. Since 2006 he has directly or indirectly been responsible for helping more than 10,000 Medicare beneficiaries make their Medicare plan choice.

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Holly Sladen, Client Relationship Management

Holly joined South Shore Retirement Services in the spring of 2018. She is working with the team in client relationship management and marketing roles. Holly acts as a liaison with various partners to ensure timely turnaround and customer satisfaction.

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Mike Pinkham, CPA

Mike Pinkham is a Certified Public Accountant who received a MS in Accounting from Suffolk University and a BS in Business Administration from Stonehill College. Mike began his career in operations at State Street Bank before making the switch to public accounting. He has over five years of experience serving both individual and business clients with a range of tax preparation, accounting and advisory services. He is passionate about helping others and enjoys taking a proactive approach to meeting his clients’ needs. Outside of work, Mike serves as Treasurer and board member for The Coalition Against Pediatric Pain, a local non-profit, and enjoys surfing and playing basketball when he has the time.

Dave Pinkham, CPA

Dave Pinkham is the sole owner and founder of David M. Pinkham, CPA, LLC, originally started in July of 1987. He graduated with a BS in Accounting from Stonehill College and received his MS in Taxation from Bentley University. With over 37 years of public accounting experience, Dave is well-versed in a wide variety of accounting and taxation issues.

His firm provides quality financial statement preparation, tax and advisory services to a diverse client base, and has extensive experience in review and compilation, tax planning and preparation, accounting and management reporting needs.

Dave is also active in his local community, having served for the past eight years as a director for Coastal Heritage Bank based out of Weymouth. He also serves as chair of the finance committee, treasurer and member of the board of governors for Hatherly Country Club in Scituate.

Get Started Today

Our clients become true partners in their own retirement preparation, working with us to customize a financial and insurance strategy that helps protect what they have worked for their entire lives, and carves out the standard of living they have envisioned for themselves and their future.