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Robert S

Series 63

East Chatham, NY

Mass Mutual Investors Services

Robert Segall is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at MassMutual since 1997, as well as at Lenox Advisors since 2007. In addition to his advisory role, Segall is a writer and speaker. MassMutual Investors Services is 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, using firm-approved tools and collaborative annual planning relationships.

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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