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 Commitment

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities.

 

To the Community

Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.

 

Our Clients

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.

 

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 (832)251-5447
Fax (832)251-5424
Mobile Phone (845)323-3666