Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, Business Owners, LGBTQ, Group Benefits
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
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Barnum - New York Elmsford
Satellite Office
565 Taxter Road, Suite 625
Elmsford, NY 10523