Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the necessary resources to make financial decisions, can help you achieve your financial goals. I am dedicated to constant learning in order to stay at the forefront of the ever-changing financial landscape. I have a passion for uncovering new opportunities for clients and helping them to avoid financial mistakes.
I am committed to understanding your specific needs and what matters most to you. Through this discovery process, I can recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
Preparing for that next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, or whether you are simply looking for life, disability or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I was born in Baku, Azerbaijan (Former U.S.S.R.), and attended Kuban State University in Krasnodar, Russia before I moved to the United States with my family in 1997. I joined a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) in April 2006. Since joining the agency I’ve been recognized by MassMutual as a Rising Leader (2007, 2008, 2010, 2011), and a Leader’s Conference Qualifier (2008, 2009, 2011-2016). I was a Board Member of BAIFA, Board Member of International Book Project and actively participate in several multi-cultural organizations.
I currently reside in Lexington, Kentucky with my wife and three children. In my free time, I enjoy playing soccer, spending time with family, and appreciating my wife’s excellent cooking.
You can learn more about me and my practice at www.successionwealthplanning.com.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Grigori’s Licenses and Disclosures