Joseph Leary

Credentials:
  • CFA®
  • MBA
  • CFP®
  • CPA*

Focus: Insurance Strategies, Business Owners, Investment Strategies

Languages: English

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 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

 

 

 

 

Education

New York University - Leonard N. Stern School of Business - MBA, Finance & Marketing
DeSales University BS in Accounting

Hobbies

Flag Football, Basketball, Volleyball, Softball

Community Involvement

DeSales University - President's Council, Business Advisory Council, and Class Agent
Our Lady of Perpetual Help Parish - Athletic Director, Treasurer, & Basketball Coach
Lower Nazareth Recreational Association - Baseball Coach

See Joseph’s Licenses and Disclosures

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

Contact Joseph

*Fields are required

MassMutual Greater Philadelphia - Allentown Office

Satellite Office

4905 Tilghman Street, Suite 200
Allentown, PA 18104-9130

CRN202207-267436