Jeffrey B. Bush


    Focus: Insurance Strategies, Investment Strategies, Business Owners, 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 Jeffrey’s Licenses and Disclosures

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

    Contact Jeffrey

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    Capstone Partners Financial and Insurance Services

    Main Office

    4695 Mac Arthur Ct Suite 1000
    Newport Beach, CA 92660

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    CRN201912-180567