thomas-r-zugger

Thomas R. Zugger

Financial Professional

ChFC®, CLU®

Biography

Thomas began his career in 1985 as a financial services professional at MassMutual. He specializes in estate analysis, planning for business owners and professionals, life and disability income insurance, long term care insurance and retirement planning.

EDUCATION:

Saint Bonaventure University, B.B.A., 1983
The American College, CLU 1993, ChFC 1994

DESIGNATIONS:

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Certified in Long Term Care (CLTC)

PROFESSIONAL MEMBERSHIPS:

Estate Analysts of Western New York
Million Dollar Roundtable - Lifetime Member
Society of Financial Service Professionals
Buffalo Association of Insurance and Financial Advisors

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN201610-186995

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