David Cove, CFP®

Managing Partner


    Focus: Insurance Strategies, Business Owners, Estate Planning, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Retirement Income Planning, Investment Strategies

    Languages: English

    Our goal is to provide families and business owners with assistance in building their financial freedom. We have the skills, knowledge and experience required to help meet our client’s established goals. We will assist you as you:

     

    • Define your financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs.

     

    We pride ourselves in getting to know each client so that we can understand their individual needs and what matters most to them. This helps us recommend products and strategies designed to meet their current, and more importantly, future needs.

     

    Preparing for the next step in life isn’t always easy. Let’s start a conversation.

    See David’s Licenses and Disclosures

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

    By submitting this request, I agree to receive phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.

    CRN202008-234829