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James B

CFP®, Series 66, Series 65

Eagle, CO

Mass Mutual Investors Services

James Bolton is a CFP® professional with 20 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He is based in Eagle, Colorado, and holds Series 66 and Series 65 licenses. Outside of his advisory role, he is involved in life and health insurance sales and has ownership interests in a real estate business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-based planning relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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