Meet Nicholas
Focus areas
Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Military, Retirement Strategies, Financial Planning
Languages
English
Professional Story
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 Private Wealth & Trust, FSB
Education
West Virginia University, University of Delaware, The American College
Hobbies
Cooking, Golfing, My Dog, Boots, Swimming, Traveling
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual South Carolina
40 Calhoun St, Suite 310
Charleston, SC 29401
Charleston, SC 29401
