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MassMutual financial professional.

Ian Sylvesemail

  • Professional Story

    Preparing for the next step in life isn’t always easy; I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

     

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

     

    I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

     

    • Retirement income solutions
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

     

    I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

     

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your needs
    • Implement your strategy with products and services that help meet your needs.

    Education

    Buffalo State College (2014-2018)

    Hobbies

    Coaching
    Reading
    Cycling
    Hiking

  • Languages:
    • English

  • Specialties:
    • Business Owners
    • Risk Management Strategies
    • Financial Education
    • Retirement Strategies
    • Retirement Income Planning
    • Group Benefits
    • College Funding Strategies
    • Estate Planning
    • Business Succession Planning
    • Insurance Strategies

See Ian’s Licenses and Disclosures

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