420 Lexington Avenue, Suite 2510
New York, NY 10170-2199
Professional Story
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*
*Trust services offered through the MassMutual Trust Co., FSB
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Estate Planning, Risk Management Strategies
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