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MassMutual financial professional.

Jake Billeloemail

Center for Wealth Preservation - Suffolk

1393 Veterans Memorial Highway Suite 307 S.
Hauppauge, NY 11788

  • Professional Story

    Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. 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 as well as focusing on one specific area of need.

    Being from West Islip, New York I attended West Islip High School where I was apart of my schools Varsity football team and Captain of the Varsity baseball team. I was also a member of the DECA Business Club at West Islip. Recently, I graduated from Gettysburg College with a Bachelor of Arts degree in Organization and Management Studies and a minor in Business. Throughout my collegiate career I was captain of the Gettysburg College Men’s rugby team, Vice President of my fraternity, Lambda Chi Alpha, and was a member of the Finance and Investment Club. I also finished my last semester on the Dean’s Commendation List denoting a GPA between 3.33 and 3.59. Currently, I have my New York State License as an Insurance Agent. When I am not connecting you can find me on the golf course, watching a sporting event, or on the water fishing.

    I am a self-motivated individual with leadership traits that can be seen throughout my academic, athletic, and social organizations. I pride my self on my devoted work ethic, the ability to work well in team settings, and being able to conduct business in the most efficient manner.

    I am licensed to sell insurance in NY. License Number LA-1552414

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Financial Education

See Jake’s Licenses and Disclosures

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