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MassMutual financial professional.

Jacqueline Grellingeremail

  • Professional Story

    Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    1. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
    2. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
    • Retirement Analysis and Programs
    • Estate Strategies
    • Employee Benefit and Retention Services
    • Business Continuation Strategies

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

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

    Education

    Florida Atlantic University, Certified Financial Planner Program (2010 - 2012)
    Franklin College Switzerland, BA, International Business Management (1990 - 1993)

    Affiliations & Memberships

    SCORE, US Green Building Council

    Community Involvement

    SCORE, US Green Building Council

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • LGBTQ
    • Military
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Retirement Strategies


  • Online Services

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    See Jacqueline’s Licenses and Disclosures

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