Meet Jeffrey

Investment Advisor Representative
Jeffrey (Jeff) Casey
CFP®
Focus areas
Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning, Military
Languages
English
Professional Story
Preparing for the next step in life isn’t always easy. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I help people protect the ones they love through a variety of financial products and solutions to meet their needs.
CRN202808-9231229
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual Northwest
Seattle, WA 98104