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Joseph Lord

Financial Services Professional

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • 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

Focus Areas

  • Insurance Strategies
  • Retirement Income Planning
  • Group Benefits
  • Financial Education
  • College Funding Strategies

Languages

  • English

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck