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Graham Alexander Comeau

Advisor at Mass Mutual Investors Services — Lynchburg, VA Archway Court

Updated today

Credentials

Series 66

Experience

1 year

Location

Lynchburg, VA 24502

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,092

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Graham Comeau is a financial advisor with Mass Mutual Investors Services in Lynchburg, VA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, General Dynamics Information Technology, and National Government Services. 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, using firm-approved software and tools to deliver annual, collaborative planning engagements.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Lynchburg, VA Archway Court

202 Archway Court

Lynchburg VA 24502

Advisors at this office

6

Most active in

Virginia

Work history

1 year of industry experience

MassMutual Life Insurance Co

2024 - Present • 2 years

Lynchburg, VA

Mass Mutual Investors Services

2023 - Present • 3 years

Lynchburg, VA

General Dynamics Information Technology

2022 - 2023 • 1 year

Falls Church, VA

National Government Services

2021 - 2022 • 1 year

Indianapolis, IN

Blue Ridge Medical Center

2019 - 2021 • 2 years

Arrington, VA

The City of Lynchburg - Water Resources

2018 - 2019 • 1 year

Lynchburg, VA

The College of William and Mary

2018 - 2019 • 1 year

Williamsburg, VA

Hampden-Sydney College

2018 - 2018 • 1 year

Hampden-Sydney College, VA

Hampden-Sydney College

2015 - 2018 • 3 years

Hampden-Sydney College, VA

Falling River Country Club

2011 - 2018 • 7 years

Appomattox, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth B

ChFC®

Lynchburg, VA

Kenneth Dean Bennett

Kenneth Bennett is a ChFC®-designated financial advisor with 12 years of industry experience. He is the sole advisor at Kenneth Dean Bennett, an independent firm based in Lynchburg, VA. In addition to his advisory work, he is a partner in Wellness by Design LLC, a business that sells nutritional products. Kenneth Dean Bennett provides comprehensive financial planning services to individuals and small business entities, focusing on retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. The firm offers educational seminars and emphasizes asset-allocation recommendations, risk-tolerance and cash-flow analyses, and periodic plan reviews, while clients maintain control over trade implementation.

General retirement planning General estate planning guidance General tax planning
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Kurt C

CFP®, Series 63, Series 65

Lynchburg, VA

Harvest - Faith-Based Investing

Kurt Cornfield is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Harvest - Faith-Based Investing. He has previously worked at Merrill and Bank of America, N.A., and has taught at Liberty University’s School of Business since 2010. In addition to his advisory work, he is involved with Harvest App LLC. Harvest offers automated, discretionary investment management through a digital platform designed for Christian investors seeking values-aligned portfolios. The firm utilizes third-party registered investment managers and algorithm-driven portfolio matching to provide ETF-based models that emphasize biblical principles, impact investing, and risk management across asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Religious/faith focused

John H

CFP®

Lynchburg, VA

Lynchburg Wealth Management

Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.

General retirement planning Doctor or Medical Professional Young Professionals
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Allan M

Series 66

Lynchburg, VA

Servus Capital Management

Allan Malina is a financial advisor at Servus Capital Management with 23 years of industry experience. He has held prior roles at Merrill and Morgan Stanley. Malina holds a Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management services to individuals, high-net-worth investors, corporations, retirement plans, and charitable organizations. The firm uses a rules-based investment approach supported by a proprietary Quantitative Portfolio Management system and serves a notably large and diverse client base for its category.

Passive / index investing
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John M

Series 65

Forest, VA

City Capital Management L.L.C.

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Passive / index investing Options & derivatives strategies Active portfolio management
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Laura O

Series 65

Forest, VA

Investment Leadership, LLC

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Multi-generational wealth transfer
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