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

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    Contact Derek

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    Worcester Satellite Office

    Satellite Office

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

    CRN201912-180567