Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/ or CPA. Consult them for specific advice on legal and tax matters.
Advanced estate planning and trust services require specific knowledge typically not provided by many financial professionals. Using trust services means collaborating with a third party that has your best interests in mind while the trust is set up through an attorney.
Trust services provided by the MassMutual Trust Company, FSB is a federal savings bank and is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.
We know that caring for a family member with a disability can be challenging. That’s why we have developed a SpecialCareSM Planning Team dedicated to helping you identify and prioritize your financial goals and objectives for your loved ones.
For corporate clients, we offer a strategic plan & marketing analytics of the financial health and business risks.
Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.
We clients address the insurance needs to plan for retirement. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.
Work with
Financial Professionals who deeply care about your future
We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you’ve worked so hard to build withstands the test of time.
FutureSmart is a MassMutual Foundation national initiative that brings critical financial education to middle & high school students, families, & educators.
A digital financial education for middle school students and empowers them to effectively manage their finances, make sound decisions, and become financially responsible.
Just 43 percent of parents describe themselves as “well prepared” for financial conversations and many Americans don’t learn money-saving habits until early adulthood
The Strategic Financial Group Foundation is here to support and provide educators with the basic financial knowledge needed to not only teach topics like saving and budgeting, but to build their own financial capability.
Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531
Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies.
Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.
Neither MML Investors Services, LLC 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.
Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046
Phone 713-402-3800.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.
Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
