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MassMutual financial professional.

Anthony S. Gerardi,

  • Professional Story

    I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help affluent clients address their biggest concerns like:

    • preserving their wealth
    • risk management
    • mitigating taxes
    • taking care of their heirs
    • wealth transfer
    • charitable giving
    • employee benefits and retention services
    • retirement planning strategies
    • estate strategies
    • business continuation strategies
  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Business Owners

See Anthony’s Licenses and Disclosures

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