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MassMutual financial professional.

Richard "Rich" Jonesemail

  • Professional Story

    My goal is to help individuals, and business owners to first define their fiancial goals, and then put in place strategies to help meet those goals.  Ultimately, my primary concern is to help clients grow and protect wealth.  I believe that having a plan helps to assure clients that though they may not know what surpises are in store, we can help prepare for the unexpected.  I offer my clients an approach to financial planning that is customized individually while being systematic and process oriented.

  • Languages:
    • English

  • Credentials:
    • CFP®
    • CEPA

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

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