joseph-leary_d64e0f80e50d47ccb0022cb1bd455001-headshot

Joseph Leary

Financial Services Representative

CFA, MBA, CFP®, CPA*

Professional Story

Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only)

English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

 

 

 

 

*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Pennsylvania

CRN202503-300856

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

Personal Story

New York University - Leonard N. Stern School of Business - MBA, 
Finance &
Marketing
DeSales University BS in Accounting

Flag Football, Basketball, Volleyball, Softball

DeSales University - President'
s Council, Business Advisory Council, and Class Agent
Our Lady of Perpetual Help Parish - Athletic Director, Treasurer, &
Basketball Coach
Lower Nazareth Recreational Association - Baseball Coach

MassMutual Greater Philadelphia - Allentown Office

4905 Tilghman Street, Suite 200 Allentown, PA 18104-9130
Get Directions
MassMutual Greater Philadelphia - Allentown Office Office