I offer total financial needs analysis through a network of experienced professionals with expertise in:

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

JP McDermott is more than a financial advisor to his clients. JP really cares about his clients’ welfare and takes the time to get to know their unique financial goals, their dreams and the roadblocks that may be preventing their achievement. JP’s practice focuses on serving people approaching retirement. He helps them create their roadmap for a comfortable retirement while leaving a legacy for their families.

With an MBA in Finance and 30+ years' of industry experience, JP brings proven business, leadership and management expertise to his clients.

CA Insurance License #0G32564

* Trust Services provided by The MassMutual Private Wealth & Trust, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)