Jason Bourdeau
Advanced Markets Director Financial Advisor @Baystate Financial
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WORK HISTORY
Advanced Markets Director Financial Advisor @Baystate Financial
Retirement, Estate, and Business PlanningPreparing for the next step in life isn’t always easy. My goal is to assist families and business owners in building their financial freedom. Whether your goals include preparing for milestone life events like retirement or college, protecting your family\'s future, or you’re simply looking for life, disability income or long-term care insurance protection, I promise a high level of attention, insight and capability.I can provide comprehensive financial strategies and/or focus on one specific area of need, such as:• Retirement Income Planning• Estate Strategies• Employee Benefit and Executive Retention Planning • Business Continuation and Succession PlanningI am a registered representative of and offer securities through MML Investors Services, LLC. Member SIPC Supervisory address: 1 Marina Park Drive, 16th Floor, Boston, MA 02210, 61••••••00
EDUCATION
Westfield State University
Bachelors, Criminal Justice
SKILLS
ABOUT JASON BOURDEAU
Advanced Markets Director
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