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Jim Simon

Financial Services Professional

Professional Story

Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Risk Management Strategies

English

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

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 new level of attention, insight and capability.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

CRN202207-267436

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

MassMutual North Carolina

4000 Westchase Blvd #400 Raleigh, NC 27607
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MassMutual North Carolina Office