Mr. Brian Roeder

Financial Services Professional

631-851-5438

brianroeder@financialguide.com

“My mission is to assist individuals, families, and small businesses in making the right risk and financial decisions. Everyone is going to have their own definition of success and happiness, but we can all agree that making the right strategic decisions will allow those goals to be reached more efficiently”.

I offer total financial needs analysis, through a network of experienced professionals with detailed knowledge in Retirement income solutions, Estate strategies, Employee benefit and retention services, and Business continuation strategies.

My experience in the Property and Casualty industry where I am aligned with Monteleone Associates brings added value to my clients and by joining Center for Wealth Preservation, I am able to provide a holistic planning approach to my practice.

I graduated from Penn State University with a bachelor’s degree in Finance. During my free time, I love to travel and explore new cities and cultures both within the US and abroad.

I grew up in New City, NY, and currently live in Nassau County with my fiancé Christina.

I am licensed to sell Insurance Products in the following jurisdictions:

NY

Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

CRN202503-1980881