Nicholas (Nick) Jones

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Military, Retirement Strategies, Student Loan Refinancing

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

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

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