Cynthia L. Balkwell

Financial Education, Retirement Strategies, Estate Planning, Investment Strategies (Reg. Reps Only), College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Insurance Strategies, Group Benefits

English

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

• Financial Planning
• Retirement analysis and programs
• Investment and Wealth Management
• College savings
• Insurance and Risk Management
• Long Term Care planning
• Estate strategies

• Employee benefit and retention services
• Business continuation strategies
• Trust services*

*Trust services offered through the MassMutual Private Wealth & Trust, FSB

Setup An Appointment

MM202503-300856

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