Jeff Massey
Jeff Massey is the Founder and President of Massey & Associates, a notable wealth advisory firm. He is a Certified Financial Planner with more than 25 years of experience in the insurance industry. His expertise encompasses financial planning, as well as tax and estate planning, 401(k) asset management, retirement planning, investment management, and asset management. Massey is also a local radio show host.
Jeff Massey Professional Experience / Academic History
Professional Experience
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Founder and President
Academic History
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Certified Financial Planner
- Massey's planning strategies have helped hundreds of retiree families to establish a personalized plan of action focusing on the preservation of assets to help manage their retirement.
- He is a member of the “Master Elite IRA Advisor,” a professional group directly trained by Ed Slott.
- He is a lifelong resident of Rhode Island who volunteered to join the U.S. Army and served 4 years on active duty.
- He became an officer in the RI National Guard serving as the Training Officer and Platoon Leader in the 115th Military Police Unit.
- He helps clients who also enjoy donating to their favorite charities by helping optimize their strategy using efficient charitable giving and tax-savings strategies.