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MassMutual financial professional.

Julio (Julio Garcia) Garcia Cascoemail

Julio (Julio Garcia) Garcia Cascoemail


Fortis Lux Financial

420 Lexington Avenue, Suite 2510
New York, NY 10170-2199

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 (www.sipc.org). Supervisory address 420 Lexington Avenue, Suite 2510, New York, NY 10170. (212)578-0300

Education

The City College of New York - Economics

Hobbies

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


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

Connect with Julio

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By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.