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Jay S

Series 63

Cortland, NY

Mass Mutual Investors Services

Jay Sullivan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities from 2005 to 2017. His current role is based in Cortland, NY. Mass Mutual 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 delivers annual, collaborative financial planning using firm-approved software and offers specialized planning programs such as divorce and estate-settlement services.

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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