George Joseph, ChFC®

George Joseph, ChFC®

Financial Advisor, Investment Advisor Representative

Domicile State: NJ
California Insurance License #: 0E85378

Qualifications and Personal Information

  • Over 15 years of experience in the financial industry.
  • Licensed to sell Life & Health Insurance, Variable Annuities products, Property & Casualty Insurance and Securities products.   
  • Fluent in Malayalam and Hindi
  • Lifetime Member of Million Dollar Table (MDRT), the National Association of Insurance and Financial Advisors (NAIFA) and the National Association of Tax Professionals (NATP).
  • Current MassMutual Leaders Conference qualifier
  • Former MetLife President qualifier: 2016
  • Former MetLife Leader Conference qualifier: 2004-2011
  • Resident in Valley Cottage: NY with family: wife, Annamma, and children: George & Anu
  • An active member and supporter of various Indian Cultural and Religious Organizations

Our Solutions for Life

MassMutual Tri State is dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security.

With roots in New Jersey, Pennsylvania and New York, we have evolved for over 100 years into a leading financial services company.

We have over 170 dedicated Financial Representatives and Advisors conveniently located throughout the tri-state area. Our team approach provides you with an integrated and customized solution to help you fulfill all your financial goals and objectives.

You benefit from the commitment, expertise and personal focus of our team, combined with the financial strength, stability and industry leading solutions provided by MassMutual for over 165 years.

We Offer a Wide Range of Financial Solutions, such as:

RETIREMENT PLANNING

  • Retirement Planning
  • Estate Conservation Strategies
  • Analysis and Selection of Asset Allocation
  • Individual Retirement Accounts (IRAs)
  • College Funding Strategies
  • Fee Based Financial Planning

PROTECTION AND INSURANCE

  • Life Insurance
  • Fixed and Variable Annuities
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Auto Insurance
  • Home Owner’s Insurance

INVESTMENTS

  • Mutual Funds/ETFs
  • Managed Accounts
  • Stocks & Bonds

BUSINESS PLANNING SOLUTIONS

  • Ownership Succession Strategies
  • Overhead Protection Insurance
  • Key-Person Insurance
  • Buy-Sell Agreement Funding
  • Disability Income Insurance
  • Commercial and Workers Comp Insurance

EMPLOYEE BENEFITS

  • Group Life Insurance
  • Dental Coverage
  • Disability Income Insurance
  • Qualified Retirement, Pension & Profit Sharing Plans
  • 401(k), 403(b), 457(b) and Section 125 Plans
  • SEP & SIMPLE IRAs
  • Long-Term Care insurance
  • IRAs (Payroll Deduction)
  • Executive Benefits, Key Person Insurance
  • Group Health Insurance

 

Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MassMutual or MML Investors Services, LLC.

Auto and home insurance is offered by unaffiliated insurers.

Phone 201-226-7929
Fax 201-712-0383
Mobile Phone 845-323-3666