Stephen R. Judge, ChFC, CLU

CONNECT

Address:

MassMutual Carolinas
One Oak Plaza, Suite 206
1 Oak Street, Asheville, NC 28801-3008

Phone:

828-348-5216

Fax/Other:

828-348-4309

Our Services

"Regardless of when you begin to accumulate wealth, a successful plan will require:  A long-term investment strategy.  A commitment to seeing that strategy through.  An understanding of your tolerance for risk."

 

Steve interviews you, using several tools to capture a picture of your financial situation, your goals, and your risk tolerance.

Steve brings 30 years of experience as a financial advisor, along with the advice and products of MassMutual, MMLIS, and other trusted providers, together to develop solid financial plans specifically designed for you.

At strategic points, Steve reviews your strategies with you, updating them as needed.

By having your values and objectives incorporated into your plan, having your questions and concerns answered, and having the efficacy of your plan periodically reviewed with adjustments made as needed, you can have confidence that your financial strategy is worth committing to.

 

We can help you execute a sound financial program utilizing the following services:

  • Personal Financial Strategies
  • Retirement Planning
  • Wealth Management
  • Income Distribution Strategies
  • Portfolio Analysis
  • Full Service Brokerage
  • Investment Advisory Accounts
  • Tax Advantaged Investment Strategies
  • Protection Strategies
    • Life
    • Disability
    • Long Term Care
    • Healthcare

 

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