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Jeffrey W
Series 63, Series 66
Amherst, NY
Mass Mutual Investors Services
Jeffrey Wohlfahrt is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has held positions at Massachusetts Mutual Life Insurance Company and Moshides Financial Group since 2015. He holds Series 63 and Series 66 licenses. 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.
Jacob K
Series 66
Amherst, NY
Mass Mutual Investors Services
Jacob Kranz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and KeyBank. Outside of his advisory work, he manages a rental property as a landlord. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports a range of specialized services including divorce, estate-settlement, and employer-sponsored planning programs.
John M
Series 63
Amherst, NY
Mass Mutual Investors Services
John Moshides is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 43 years of experience in the industry. His prior work includes roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is involved in writing, speaking engagements, consulting, and facilitating introductions for mergers and acquisitions. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools to analyze client goals and deliver written recommendations.
Benjamin W
Series 63
Amherst, NY
Mass Mutual Investors Services
Benjamin Whitford is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and with eight years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with MassMutual Life Insurance Company since 2016. Whitford serves as a board member and participates on both the Audit and Investment Committees of Aspire of WNY, a nonprofit that assists individuals with disabilities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented client engagements.
Joshua L
Series 63, Series 66
Amherst, NY
Mass Mutual Investors Services
Joshua Lauer is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 12 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company, MSI Financial Services, Queen City Financial Services, Nylife Securities, and New York Life Insurance Company. Outside of his advisory work, he acts as an insurance agent specializing in individual and group life and health insurance, and he refers clients for potential Employee Retention Credit eligibility. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars.
Christopher L
Series 63
Amherst, NY
Mass Mutual Investors Services
Christopher Lauer is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include positions at MetLife Securities Inc. and Metropolitan Life Insurance Company. Mass Mutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using firm-approved analytical tools and also provides programs such as wrap accounts and educational seminars.
Rodd M
Series 63
Amherst, NY
Mass Mutual Investors Services
Rodd McMinn is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 33 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 13 years. Outside of his advisory role, he is also an agent in the life insurance sector. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.
Tyler D
CFP®, Series 63
Amherst, NY
Mass Mutual Investors Services
Tyler Diebold is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His work history includes roles at Northwestern Mutual Wealth Management Company and Primacy Financial. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual planning relationships using firm-approved analytical tools, recommending investment strategies without discretionary authority.
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