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MassMutual financial professional.

James M. Leeemail

  • Professional Story

    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 offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

    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.  
  • Languages:
    • English

  • Credentials:
    • ChFC®

  • Specialties:
    • Investment Strategies
    • Insurance Strategies
    • Business Owners

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

See James’s Licenses and Disclosures

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