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MassMutual financial professional.

Julio "Julio Garcia" Garcia Cascoemail

  • Professional Story

    Clients choose to work with me because of my expertise and specialization. As a dedicated holistic financial planner, my focus is on planning design and implementation*. This concentration allows me to offer customized and creative plan strategies to help clients grow their assets and protect their loved ones. I enjoy working together with my clients to help them make informed decisions that maximize the potential of their financial life through financial planning process.

    * Please note that you can implement your financial plan at the financial institution of your choice.

    I take a collaborative and comprehensive approach to financial planning, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online.

    If you ever have questions about your plan or about specific financial products, connect with me today. I will set up a time to meet with you (in person or via zoom) to review your needs and address any questions you may have.

    I am licensed to sell insurance in FL, NJ, NY, CT, PA and SC and securities in New York, New Jersey and Texas. I am a registered representative offering securities through MML Investor Services, LLC, member SIPC ( Supervisory address 420 Lexington Avenue, Suite 2510, New York, NY 10170. (212)578-0300


    The City College of New York - Economics


    Hiking, Shooting, Formula 1 Racing, Beaches

    Affiliations & Memberships

    MDRT, Society 1851

    Community Involvement

    Volunteer Board - Counseling in Schools

  • Languages:
    • English
    • Spanish
    • German

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

  • Online Services

  • Check the background of this investment professional on FINRA's BrokerCheck

    See Julio’s Licenses and Disclosures

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