David J. Harter


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

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See David’s Licenses and Disclosures

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    Secaucus Satellite Office - Hugo Carvajal, Sales Managers

    Satellite Office

    300 Lighting Way, Suite 320
    Secaucus, NJ 07094

    CRN201912-180567