David Means

President

Credentials:
  • CFP®
  • ChFC®
  • CLTC®
  • CLU®

Focus: Insurance Strategies, Investment 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

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.

CRN201912-180567