Derek P. Happy


    Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Group Benefits, Estate 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 Derek’s Licenses and Disclosures

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

    Contact Derek

    Worcester Satellite Office

    Satellite Office

    1 West Boylston St., Suite 101
    Worcester, MA 01605

    CRN201912-180567