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Michael Miller

Advisor at Mass Mutual Investors Services

Updated today

Location

Hammond, LA 70403

Credentials

Series 63, Series 65

Industry experience

20 years

About

Michael Miller is a financial advisor with Mass Mutual Investors Services in Hammond, LA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2006 and with Mass Mutual Life Insurance Company since 2005. In addition to his advisory role, Miller operates Miller Financial LLC, a business related to insurance sales and financial advising. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved software tools to analyze client goals.

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

1201 Derek Drive

Hammond, LA 70403

Most active in

Alabama · Louisiana · Texas

Work history

Mass Mutual Investors Services

2006 - Present (20 years)

Mass Mutual LIfe Insurance Company

2005 - Present (21 years)

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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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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