Raymond "Ray" Wellspeak

Credentials:
  • CFP®
  • JD**

Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, 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

Raymond holds a BA in Political Science from Siena College and Juris Doctorate from Quinnipiac College.

Raymond lives in West Springfield, and volunteers for the ASPCA. During his free time, he enjoys golf, softball, reading, home improvement & running.

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Holyoke Satellite Office

Satellite Office

330 Whitney Ave. Suite 305
Holyoke, MA 01040

CRN201912-180567