MassMutual financial professional.

James "Jim" Rose, IVemail

Wakefield Satellite Office

301 Edgewater Pl #200
Wakefield, MA 01880

  • Professional Story

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate Strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Education

    Quinnipiac University ( 2003-2007)
    Boston University (2010-2012)

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • College Funding Strategies
    • Group Benefits
    • Retirement Income Planning
    • Retirement Strategies
    • Estate Planning
    • Financial Education

  • Online Services

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

See James’s Licenses and Disclosures

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