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    JP McDermott

    CLTC, MBA

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    MassMutual Pacific - Main Office
    1255 Treat Boulevard Suite 400 Walnut Creek, CA 94597-7968
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    Check the background of this investment professional on FINRA's BrokerCheck

    About JP

    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

    JP McDermott CLTC, MBA is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 1255 Treat Boulevard, Suite 400, Walnut Creek, CA 94597-7968, Tel: (925) 949-7400

    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:
    California, Massachusetts

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Massachusetts

    JP McDermott CLTC, MBA, Walnut Creek, CA, CA Insurance Lic.# 0G32564

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