Jonathan Hoffman
IAR, Vision Financial Group - MassMutual
- Role
- Investment Advisor Representative at MassMutual
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Jonathan Hoffman
Financial success is derived from intentional planning and disciplined implementation. In…
Experience
Investment Advisor Representative
Jan 2012 — Present · Buffalo, NY, US
I am licensed to sell insurance in: NY, CT, FL, PA, NC, SC, MA, MI, MN, OH, VA, MD, CA #0H57706. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. I am a registered representative of and offer securities,[investment advisory and financial planning services through MML Investors Services, LLC, member SIPC Supervisory address: 300 Corporate Parkway, Suite 216N, Amherst, NY 14226. Phone: 71••••••21
Skills
- Disability Insurance
- Life Insurance
- Finance
- Supplemental Executive Retirement Planning
- Small Business
- Fixed Annuities
- Retirement
- Succession Planning
- Series 6
- Insurance
- Credit Union Executive Planning
- Estate Planning
- Serp
- Long-Term Care
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