MassMutual financial professional.

Jaime M. Kobinemail

Fortis Lux Financial

420 Lexington Avenue Suite 2510
New York, NY 10170-2199

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  • Professional Story

    I provide wealth management solutions to families, professional executives and business owners. Together with my team, I help clients address their biggest concerns, including:

    • preserving their wealth
    • risk management
    • mitigating taxes
    • taking care of their heirs
    • wealth transfer
    • charitable giving
    • employee benefits and retention services
    • retirement planning strategies
    • estate strategies
    • business continuation strategies

    My attention to detail, good listening skills and great empathy are symbols of my appreciation for clients. I am effectively supported by a team of administration, group benefits and investment specialists whose teamwork and professionalism help me build long-lasting relationships with my growing client base and provide an extraordinary service experience.

    To learn more about how I may be able to help, please call me at 212-560-4435.

    I amlicensed to sell insurance in CT, FL, MA, MD, NJ and NY and securities in NY and NJ. I am a registered representative of and offer securities,investment advisory services and financial planning through MML Investors Services, LLC, member (www.sipc.org). Supervisory address: 277 Park Ave., 44th Fl, NY, NY 10172. 212-578-0300.

  • Languages:
    • English

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

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

See Jaime’s Licenses and Disclosures

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