Thomas R. Zugger

Credentials:
  • ChFC®
  • CLU®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Thomas began his career in 1985 as a financial services professional at MassMutual. He specializes in estate analysis, planning for business owners and professionals, life and disability income insurance, long term care insurance and retirement planning.

EDUCATION:

Saint Bonaventure University, B.B.A., 1983
The American College, CLU 1993, ChFC 1994

DESIGNATIONS:

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Certified in Long Term Care (CLTC)

PROFESSIONAL MEMBERSHIPS:

Estate Analysts of Western New York
Million Dollar Roundtable - Lifetime Member
Society of Financial Service Professionals
Buffalo Association of Insurance and Financial Advisors

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McDermid Financial Group

Satellite Office

37 Franklin Street Suite 600
Buffalo, NY 14202

CRN202207-267436