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Craig W

Series 63, Series 65

Bangor, ME

Mass Mutual Investors Services

Craig Worcester is a financial advisor with Mass Mutual Investors Services and has 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cantella & Co., Inc. and First Point Financial Services. In addition to his advisory role, he is involved in insurance brokerage, handling individual and group life and health insurance as well as disability coverage. 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 provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Bowen L

CFP®, Series 66

Bangor, ME

Mass Mutual Investors Services

Bowen Leary is a CFP® with 10 years of industry experience, currently serving at Mass Mutual Investors Services in Bangor, ME. He has held roles at United Insurance Group and Metlife Securities, Inc., and has been involved in insurance brokerage focused on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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