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Emily Pendleton

Financial Services Representative

CFP®, ChFC®

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • 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)
  • Business Owners
  • Retirement Income Planning
  • College Funding Strategies
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
  • Special Needs (ChSNC Required)
  • Retirement Strategies
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English
  • Chinese-Mandarin

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck