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Hi, I’m Scott.

Let's talk about your financial future.

Scott Mass

Senior Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

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Small Business Week 2024

For more than five decades, the U.S. Small Business Administration (S.B.A) has celebrated Small Business Week (NSBW), which recognizes the vital contributions that small businesses make to our economy and communities. “Over 50 percent of Americans are either employed by or own a small business, contributing...

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Budgeting Your Way to a Secure Financial Future

The budget is a fundamental tool often overlooked when pursuing financial security and prosperity. Crafting a budget isn't just about tracking expenses; it's about sculpting a roadmap to your financial goals. Here's why having a budget is non-negotiable for securing your financial future: Understanding Your Financial Landscape Before...

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