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James (Jim) Fitze

Financial Planner

Professional Story

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

English

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.

Setup An Appointment

Coverpath - Get a quote for term life insurance

MM202503-300856

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

MassMutual Greater Washington

530 Gaither Rd #350 Rockville, MD 20850
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MassMutual Greater Washington Office