Meet Thomas

Financial Planner

Thomas (Jason) Austell

CFP®, ChFC®, CLU®, CASL®, RICP®, ChSNC™, CAP®, AEP®, MSFS

Follow me

Contact info

Email:

jaustell@financialguide.com

Office:

980-272-7222

Mobile:

984-733-1164

Fax:

704-541-2722

Focus areas

Insurance Strategies, Business Owners, Investment Strategies, Special Needs, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, Charitable Giving, College Funding Strategies, Retirement Strategies, Financial Education, Financial Planning

Languages

English

Professional Story

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Education

NC State University (1997-2001), American College for Financial Professionals

Hobbies

Golf, Tennis, Cooking, Basketball, Water Sports

Affiliations & Memberships

NAIFA, SFSP, Rotary, AEPC

MM202611-311872

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

MassMutual Carolinas

4350 Congress Street #300
Charlotte, NC 28209

Connect with us 704-557-9600 704-557-9670 Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 4350 Congress Street #300, Charlotte, NC 28209, Phone: 704-557-9600.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.