80 Broad St.Suite 3102
New York, NY 10004
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Risk Management Strategies, Financial Education, Retirement Income Planning, College Funding Strategies
Check the background of this investment professional on FINRA's BrokerCheck