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MassMutual financial professional.

Phillip Di Roccoemail

  • Professional Story

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • 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

    Education

    Marymount College (1998-1999)
    University of Southern California (1999-2002)

    Hobbies

    Fishing and Spearfishing

    Affiliations & Memberships

    Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

    Community Involvement

    Dream Street Foundation

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • 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

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