Banking and Wealth Management - Page 17

SPONSORED CONTENT Wealth & Legacy / Wealth Management

JEFFREY H . MASSEY
CERTIFIED FINANCIAL PLANNER
250F Centerville Rd . Warwick , RI 02886
401-333-8000 info @ masseyandassociates . com masseyandassociates . com
HELPING CLIENTS BUILD A LIFE OF SIGNIFICANCE WITH OUR DEDICATED TEAM OF NINE
Jeffrey H . Massey , CERTIFIED FINANCIAL PLANNER TM professional and host of the popular Massey On Money TM radio show for the last 16 years , works with his team of advisors to guide clients as they journey toward their road to retirement .
“ We use a comprehensive process to help you address five key concerns : making smart decisions about your money , mitigating taxes , taking care of heirs , ensuring assets are not unjustly taken and magnifying charitable gifts . We work with a network of professional advisors to help clients maximize the probability of achieving everything that is most important to them to build a life of significance ,” he says .
Our team ’ s passion is to provide straightforward , time-tested strategies in a manner consistent with meeting the goals and values of our clients . We believe everyone should be able to help the people in their lives and the causes they care about most . Our team of advisors can create customized , well-thought-out strategies using a variety of investments and insurance products to help satisfy your financial needs and concerns .
Jeff is the author of Massey On Money TM , now in its second edition , as well as frequent articles in six regional newspapers . He regularly appears on The Rhode Show and can be seen on ABC , CBS and NBC news discussing financial and tax topics .
He is a U . S . Army veteran and a lifelong Rhode Island resident who supports and volunteers for a number of charitable organizations .
Investment advisory services offered only by duly registered individuals through AE Wealth Management , LLC ( AEWM ). Insurance products are offered through the insurance business Massey and Associates , Inc . Massey and Associates , Inc . is an Investment Advisory practice that offers products and services through AE Wealth Management , LLC ( AEWM ), a Registered Investment Adviser . AEWM does not offer insurance products . The insurance products offered by Massey and Associates ; Inc . are not subject to Investment Advisor requirements . AEWM and Massey and Associates , Inc . are not affiliated companies . Neither the firm nor its agents or representatives give tax or legal advice . Individuals should consult with a qualified professional for guidance before making any decisions 1394208-7 / 22 .
RHODE ISLAND MONTHLY l AUGUST 2022 139