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MassMutual financial professional.

James R. De Gaetanoemail

Center for Wealth Preservation - Suffolk

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

  • Professional Story

    BUSINESS PHILOSOPHY

    My goal is to always take care of families and business owners by putting their needs first and providing them with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.


    PRODUCTS AND SERVICES

     Fixed and Variable Annuities 

     Disability Income Insurance
     Estate Conservation Strategies
     Education Funding Strategies
     IRA Consolidation/Rollovers
     Long-Term Care Insurance
     Mortgage Protection (through life insurance and disability income insurance)
     Lump Sum Pension Distribution
     Medicare Supplement Coverage
     Pension Payout Alternatives
     Pension Transfer/Rollovers
     Mutual Funds
     Tax Sheltered Annuities, 403(b) Plans
     Term Insurance
     Universal Life Insurance
     Variable Universal Life Insurance
     Whole Life Insurance
     Business Planning strategies

    QUALIFICATIONS

     Registered to offer Securities products in New York  
     Licensed to sell Life & Health Insurance in New York and Arizona 
     Series 6 and 63 licenses
     RFC - Registered Financial Consultant designation

    PERSONAL

     41 Years in the Financial Services Industry: 11 years on Wall Street, 30 years MetLife
     Started as a Trader on the floor of the NYSE
     Vice President of JETS of America
     15 year member of Smithtown High School Advisory Group
     Hobbies: Chess
     James has been married to Diane, a CPA, for 27 years. They have 2 daughters, Jennifer, 22, and Melissa, 20

     

    Hobbies

    Chess
    Coin Collecting

    Community Involvement

    Smithtown Advisory Group - mentoring high school students for the business olympics and business classes

  • Languages:
    • English

  • Credentials:
    • RFC®

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

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