Josh Alford


    Focus: Insurance Strategies, Business Owners, Military, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, Retirement Strategies

    Languages: English

    Preparing for the next step in life isn’t always easy and knowledge is key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • 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

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.

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    MassMutual North Carolina

    Main Office

    4000 Westchase Boulevard Suite 400
    Raleigh, NC 27607

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    CRN202207-267436