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    James M. Allotey

    CASL®, ChFC®, CLU®

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

    About James

    During your lifetime, you will encounter many issues that require you to make important decisions related to your finances. Life insurance needs, retirement planning, lon-term care, disability protection, and investment strategies are just a few of the critical decisions that you make.

    As your financial advisor, I strive to provide a safe environment, free of hype and pressure, in which you are empowered to make decisions that work for you and your loved ones. My systematic approach allows you to develop a clear understanding of ways to strengthen your financial decision making. I offer you assistance in all areas of your financial needs in a holistic manner that addresses the totality of your financial circumstances. My practice reaches a diverse client base, serving people with varying cultural, financial, and educaional backgrounds.

    I work with a team of associates who are dedicated to providing unparalleled service. We develop strong personal relationships which will be evident to you upon our first contact. We look forward to serving you!

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    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.

    James M. Allotey CLU®, ChFC®, CASL® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 6085 Marshalee Drive, Suite 210, Elkridge, MD 21075-6023, Tel: (443) 492-6600

    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:
    District of Columbia, Maryland, Pennsylvania, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    District of Columbia, Florida, Illinois, Maryland, New York, North Carolina, Pennsylvania, South Carolina, Virginia

    James M. Allotey CLU®, ChFC®, CASL®, Elkridge, MD

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