Arnaldo Toledo Ortíz


    Focus: Insurance Strategies, Business Owners, LGBTQ, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Estate Planning, Risk Management Strategies, Financial Education

    Languages: English, Spanish

    Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in 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. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

     

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    MassMutual Puerto Rico

    Main Office

    273 Avenue Ponce de Leon Suite 1400
    San Juan, PR 00917

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    CRN201912-180567