About Massey and Associates, INC.

Building lifelong relationships rooted in performance and trust. At Massey & Associates, Inc., our sole focus is YOU.

Our mission is to provide straightforward and sound financial advice in a manner consistent with meeting the goals and values of our clients. We specialize in working with those in or near retirement. Our clients’ common needs tend to be: preserving assets, conservative growth, retirement income planning, reduction of income taxation and generational estate planning. 

About Jeffrey H. Massey, CFP®

Jeffrey H. Massey, CFP® is the Founder and President of Massey & Associates, Inc., a wealth advisory firm with a long-standing, reliable and well-respected reputation. He is a Certified Financial Planner™ Professional with over 25 years of experience in the insurance and financial industry and an Investment Adviser Representative through AE Wealth Management, LLC., an SEC Registered Investment Advisor.

Jeffrey graduated from the Community College of Rhode Island, earning his Associate of Science (A.S.) Degree in Business, and as a member of the notable Phi Betta Kappa International Honor Society. Additionally, he successfully completed rigorous and comprehensive courses of study with The American College to attain his CFP® professional designation in 2003. His academic achievements and professional experience continue to demonstrate his knowledge in financial planning, as well as tax and estate planning, 401(k) asset management, retirement planning, investment management and asset management. Jeff’s planning strategies have allowed hundreds of retiree families to have confidence in knowing they have established a personalized plan of action focusing on preservation of assets to help manage their retirement.

Jeff is also a member of the “Master Elite IRA Advisor,” a professional group directly trained by Ed Slott, a nationally recognized financial author, expert and CPA.  Jeff is proud to be a member of this exceptional group, standing out among his peers within the financial services industry.

Jeff is a father of 2 daughters, has 2 grandchildren and is a lifelong resident of Rhode Island who volunteered to join the U.S. Army and served 4 years on active duty. Subsequently, Jeff became an officer in the RI National Guard serving as the Training Officer and Platoon Leader in the 115th Military Police Unit.

Jeff is also a local radio show host. When he is not working, Jeff enjoys volunteering his time and support to the Special Olympics Summer Games, the Cumberland-Lincoln Boys & Girls Club and other charitable organizations throughout the community. He helps clients who also enjoy donating to their favorite charities by helping optimize their strategy using efficient charitable giving and tax-savings strategies.

By attending an event or meeting, you may be offered insurance or investment products for sale.

For a complimentary strategy session, CLICK HERE to request an appointment with Jeffrey Massey.

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