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Chad B
Series 63, Series 65
Benton, LA
Mass Mutual Investors Services
Chad Boudreau is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Northwestern Mutual in various roles from 2010 to 2017. Outside of financial advising, he serves as trustee for a special needs trust and manages referral fee arrangements related to cost segregation tax analysis. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of investment programs and educational seminars.
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