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MassMutual financial professional.

Jeffery "Jeff" Bordelonemail

  • Professional Story

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

    I also work with business owners on strategies to retain top talent and prepare succession strategies for transitions of ownership.

    Education

    BS Finance and MBA

    Hobbies

    Cooking and Golf

    Community Involvement

    Young Life Supporter & Vandebilt Catholic Alumni Association

  • Languages:
    • English

  • Credentials:
    • MBA

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Military
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Investment Strategies
    • Financial Planning ®


  • Online Services

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