
Babak (Moshe) Rambod
Wealth Preservation Planning Specialist
Biography
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*
*Trust services offered through the MassMutual Trust Co., FSB
Focus Areas
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Estate Planning
- Risk Management Strategies
- Business Succession Planning
- Group Benefits
- Charitable Giving
- Retirement Income Planning
- Business Owners
Languages
- English
Fortuna - A digital investment platform & a dedicated financial advisor
CRN201912-180567
Check the background of this investment professional on FINRA's BrokerCheck