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For individuals & families

Personal Solutions

Plan for success

Business Solutions

High standards, responsiveness, and qualified services are the three underlying principles of work.

Highly qualified tax consultants with many years of experience in the field offer a full range of services to help you build a sound financial future.

Tax advice received in time allows you to avoid many problems with the tax authorities.  We will help you

Neither MML Investors Services, LLC [or MassMutual nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. as efficiently as possible and in a short time.

Join our team

Our Leadership

High standards, responsiveness, and qualified services are the three underlying principles of work.

JK McAndrews

President & CEO, Managing Partner

Marshall Bennett

Director of Marketing

Dan Diamond

Director of Investments

Scotti Sulak

Agency Supervisory Officer

Roger Szczypien

Financial Planning Director

Susan Tasson

Chief of Staff, Director of Recruiting
01

Entrepreneurial Mindset

The detailed planning of the business result over the short & long run, increasing return on investment.
02

Coachable

Leading and controlling your team & resources with the overall aim of achieving business objectives.
03

Relationship Focused

Keeping your bank account and taxes up-to-date, payroll, tax planning & preparation.

Our community initiatives.