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Jerry A. Wade

Financial Planner / Special Care Planner

CASL®, LUTCF®, RICP®, ChSNC™

Professional Story

Insurance Strategies, Business Owners, Special Needs (ChSNC Required), Investment Strategies (Reg. Reps Only), Retirement Income Planning, Charitable Giving, College Funding Strategies, Estate Planning, Group Benefits, Military, Financial Education, Risk Management Strategies, Retirement Strategies

English

Jerry Wade is a Financial Planner and Special Care Planner at On Point Strategic Planning, LLC, a financial services organization known for its specialized team and the personalized advice and guidance they provide to clients as they build their financial security. 


Jerry is dedicated to providing clients with financial solutions and works with individuals, families and business owners as they look to build financial security through every stage of life. As part of a specialized team, he can tap into a wide range of planning resources and provide clients with integrated and customized solutions to successfully fulfill their financial goals and objectives. He Prides himself in getting to know each client so that he can understand their individual needs and what matters most to them

 

Areas of Focus

Wealth Management

Risk Management

Financial Planning

Retirement Planning

Estate Planning

Protection & Insurance

Investment Services

Business Planning Solutions

Employee Benefits

 

Education:

University of Toledo

Middlesex Community College

Life Underwriter Training Council Fellowship - American College

Chartered Advisor for Senior Living – American College

Retirement Income Certified Professional – American College

 

Professional & Community Associations:

Served United States Air Force 1986-1990

Board Member, Junior Achievement, a global non-profit dedicated to inspiring and preparing young people to succeed in a global economy.

Set-up an Appointment

Coverpath - Get a quote for term life insurance

CRN202207-267436

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MassMutual Tri State

186 Wood Avenue South, Suite 301 Iselin, NJ 08830-2763
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MassMutual Tri State Office