I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
JP McDermott is not just another financial advisor. JP really cares about his clients’ welfare and takes the time to get to know their unique financial goals, their dreams and the roadblocks that may be preventing their achievement. JP’s practice focuses on serving entrepreneurs and business owners. He helps them attract and retain top talent using executive bonus plans and helps them plan for a comfortable retirement while leaving a legacy for their families.
With an MBA in Finance and 20+ years' of industry experience, JP brings proven business, leadership and management expertise to his clients.
*Trust services offered through the MassMutual Trust Co., FSB
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies