Leadership
David Means
President
CFP®, ChFC®, CLTC, CLU®
Professional Story
Focus Areas
Insurance Strategies, Investment Strategies (Reg. Reps Only)
Languages
English
Biography
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
CRN201912-180567
Check the background of this investment professional on FINRA's BrokerCheck
Agency officers are not officers of MassMutual.