David A. Wachter Jr.

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies

English, German

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

• Advisory services
• 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

MM202503-300856

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