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MassMutual financial professional.

Nicholas (Nick) Jonesemail

843-856-5544

Nicholas (Nick) Jonesemail

843-856-5544

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 Private Wealth & Trust, FSB

Education

West Virginia University, University of Delaware, The American College

Hobbies

Cooking, Golfing, My Dog, Boots, Swimming, Traveling

Languages: English

Credentials: ChFC®, CFP®

Specialties:Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Military, Retirement Strategies, Financial Planning

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

Connect with Nicholas

*= Required


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