James "Jim" Rose, IV

Credentials:
  • CFP®

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

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

Contact James

Southborough Satellite Office

Satellite Office

134 Turnpike Rd. Suite 300
Southborough, MA 01772

CRN201912-180567