Lucas Floresemail
5885 Meadows Rd Suite 850
Lake Oswego, OR 97035
Professional Story
Knowledge is the 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.
Education
Oregon State University (2011-2015)
Hobbies
Camping, Golfing, Wine Tasting, Cooking
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Student Loan Refinancing
- Business Succession Planning
- Estate Planning
- Retirement Income Planning
- Business Owners
- Group Benefits
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
- FortunaYou are now leaving MassMutual's website and will be redirected to an advisor's website. A digital investment platform, and a dedicated financial advisor.
Check the background of this investment professional on FINRA’s BrokerCheck
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