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MassMutual financial professional.

George Oreficiemail

  • Professional Story

    George has been providing his clients with quality service since 1989. He lives in Huntington N.Y. with his wife Diana and his three children Nicholas, Gabrielle, and Daniel.  George has written or contributed articles for: The Wall Street Journal, Newsday, NY Daily News, NY Post, and Long Island Business News. He has also taught or lectured for: United States Department of Homeland Security, Deutsche Bank, Underwriter's Laboratory, Hachette Book Group, MetLife, Suffolk County Bar Association, among others.

     

    Qualifications:

    -Obtained CERTIFIED FINANCIAL PLANNER ™ certification in 2000 (CFP ®)

    -Certified Long Term Care Specialist (CLTC®) designation 2001 from the Corporation for Long Term Care

    Special Care Planner

     

     

    He offers total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Affiliations & Memberships

    National Association of Insurance and Financial Advisors
    Million Dollar Round Table
    Financial Planning Association
    Estate Planning Council
    Exit Planning Institute

    Community Involvement

    American Cancer Society Road to Recovery Program
    http://www.cancer.org

  • Languages:
    • English

  • Credentials:
    • CFP®
    • CLTC®
    • CEPA

  • Specialties:
    • Insurance Strategies
    • Investment Strategies

Check the background of this investment professional on FINRA’s BrokerCheck

See George’s Licenses and Disclosures

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