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MassMutual financial professional.

James (Jim) Rose IVemail

774-843-4935

James (Jim) Rose IVemail

774-843-4935

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 Private Wealth & Trust, 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

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

Connect with James

*= Required


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