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    Michael Beloff

    CAP®, CASL®, CFP®, ChFC®, RICP®

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

    About Michael

    My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies
    • Special Care

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Michael Beloff CFP®, ChFC®, CAP®, CASL®, RICP® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 6 Corporate Drive,, Suite 550, Shelton, CT 06484-6270, Tel: (203) 513-6000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, Florida, New Jersey, New York

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Colorado, Connecticut, Delaware, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Virginia

    Michael Beloff CFP®, ChFC®, CAP®, CASL®, RICP®, Shelton, CT

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