Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Naftuli B
Series 63, Series 65
Brooklyn, NY
Mass Mutual Investors Services
Naftuli Brach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and one year of industry experience. He has been associated with MassMutual Life Insurance Co since 2014. Outside of advising, he is involved in insurance brokerage and owns several real estate properties. 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, with a focus on annual collaborative planning engagements that use firm-approved analytical tools.
Steven B
Series 66
Brooklyn, NY
Mass Mutual Investors Services
Steven Bass is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Mercer for eleven years before joining MassMutual Life Insurance Company and MML Investors Services, LLC. MML 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, using firm-approved tools to analyze client goals and provide written recommendations.
Samuel Z
ChFC®, Series 63, Series 65, Series 66
Brooklyn, NY
Mass Mutual Investors Services
Samuel Zaidman is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 21 years of industry experience, including roles at Mass Mutual since 2012 and MML Investors Services since 2013. Outside of his advisory work, he participates in a patient support volunteer group called the Patient Cheer Up Squad. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as an annual, collaborative process and offers asset management, wrap programs, and educational seminars.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters