Cynthia L. Balkwellemail
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Financial Planning
- Retirement analysis and programs
- Investment and Wealth Management
- College savings
- Insurance and Risk Management
- Long Term Care planning
- 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:Financial Education, Estate Planning, Investment Strategies, College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Insurance Strategies, Financial Planning
Check the background of this investment professional on FINRA's BrokerCheck