Leadership

david-means_0c0ce9b51b07420b9b680c2389bda728-headshot

David Means

President

CFP®, ChFC®, CLTC, CLU®

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only)

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

MM202503-300856

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

Agency officers are not officers of MassMutual.