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Samantha Steer

Financial Advisor

Professional Story

Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Military, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Investment Strategies (Reg. Reps Only)

English

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 fill them

Coverpath - Get a quote for term life insurance

CRN202207-267436

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MassMutual Pacific Coast

4275 Executive Square, Suite 400 La Jolla, CA 92037
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MassMutual Pacific Coast Office