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

*Fields are required

Southborough Satellite Office

Satellite Office

134 Turnpike Rd. Suite 300
Southborough, MA 01772

CRN201912-180567