David "Dave" Maurer

Credentials:
  • CRPC®
  • MBA
  • CFP®

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

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

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

Contact David

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Princeton Satellite Office

Satellite Office

103 College Road East 3rd Floor
Princeton, NJ 08540

CRN201912-180567