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MassMutual financial professional.

William "Bill" Oliveremail

  • Professional Story

    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 on 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.

    I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

    Education

    University at Buffalo School of Management (2011-2013)

    Hobbies

    Motorcycles
    Snowboarding
    Foodie
    Shooting Sports
    Music
    Buffalo Bills

    Community Involvement

    Founding Board Finance Chair for Buffalo Creek Academy Charter School

  • Languages:
    • English

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

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

See William’s Licenses and Disclosures

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