Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Laurinda F
Series 63
East Hills, NY
Mass Mutual Investors Services
Laurinda Ferreira is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. She holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously spending 34 years at Metlife Securities Inc. Ferreira owns and operates Five Star - Ferreira Group, LLC. Mass Mutual Investors Services, LLC 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, focusing on collaborative, goal-oriented relationships with clients.
Carol L
Series 63
East Hills, NY
Mass Mutual Investors Services
Carol Lewbell Gray is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 23 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 14 years at Metlife Securities Inc. In addition to her advisory role, she is involved in insurance sales, focusing on individual and group life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved tools, with a range of specialized services including divorce and estate planning.
Youkyung K
Series 63
East Hills, NY
Mass Mutual Investors Services
Youkyung Kim is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 20 years of industry experience. Kim has worked with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company, Metlife Securities, Inc, and Metropolitan Life Insurance Company since 2005. Outside of advisory work, Kim is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services 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 programs using firm-approved analytical tools and provides a range of event-driven planning services.
John M
Series 66
East Hills, NY
Mass Mutual Investors Services
John Murphy is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds the Series 66 designation and has previously worked at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory role, he owns an LLC for business operations and is involved in outside insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, using firm-approved software and collaborative annual planning to deliver written recommendations tailored to clients' goals.
Ryan C
Series 63
East Hills, NY
Mass Mutual Investors Services
Ryan Clarke is a financial advisor with Mass Mutual Investors Services, holding the Series 63 designation and having 10 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Co. since 2018 and previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Co. from 2015 to 2018. MML Investors Services, LLC is 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 employs a collaborative approach using firm-approved software to analyze client goals and offers specialized planning services, including recent additions such as standalone Divorce Planning.
Arthur C
Series 66, Series 63
East Hills, NY
Mass Mutual Investors Services
Arthur Colon is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 licenses and two years of industry experience. His previous roles include positions at Eagle Strategies LLC and New York Life Insurance Co., along with a lengthy career at IBM. He has also been involved with Southern Westchester BOCES since 2009. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm uses detailed client information and proprietary software to deliver written financial recommendations as part of ongoing annual planning engagements.
Philipose S
Series 63
East Hills, NY
Mass Mutual Investors Services
Philipose Samuel is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent over two decades at Metlife Securities Inc. In addition to his advisory role, he is involved in insurance brokerage and owns an S-Corp focused on property and casualty and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager options, emphasizing collaborative, annual planning engagements supported by analytical tools.
Jeffrey B
Series 63
East Hills, NY
Mass Mutual Investors Services
Jeffrey Berg is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 23 years of industry experience. He previously worked at METLIFE Securities Inc. before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he is also licensed as an insurance agent and is involved in insurance brokerage activities related to life, disability, long-term care, health, and fixed annuities. 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as ongoing, collaborative relationships using firm-approved analytical tools.
Soofia N
Series 63
East Hills, NY
Mass Mutual Investors Services
Soofia Naqvi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 14 years of industry experience. She previously worked at MetLife Securities, Inc. and has been associated with Astoria Federal Savings Bank since 2010. In addition to her advisory role, she serves as a notary public and is involved in Medicare supplement sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning relationships that include goal analysis and recommended investment strategies.
Stephen F
Series 63, Series 65
East Hills, NY
Mass Mutual Investors Services
Stephen Fox is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long tenures at AXA Advisors, LLC and Equitable Advisors LLC. Outside of his advisory work, he serves as a board member for the St Benedict Prep Alumni Association, an officer for Taispean Charities, and as Treasurer for the Ancient Order of Hibernians. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and various programs, including recently added event-driven planning services.
Claudia F
CFP®, Series 63
East Hills, NY
Mass Mutual Investors Services
Claudia Ferreira is a CFP® professional affiliated with Mass Mutual Investors Services, with 17 years of experience in the financial industry. She previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services since 2017. In addition to her advisory role, she acts as an independent insurance agent specializing in life, accident, health, and 401(k) products. 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 offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.
Jeffrey G
Series 63
East Hills, NY
Mass Mutual Investors Services
Jeffrey Girsky is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 25 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MetLife Securities, Inc. He is also a trustee of a family trust. MML Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations.
Shah G
Series 63
East Hills, NY
Mass Mutual Investors Services
Shah Gorgani is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. In addition to his advisory role, he is active as a broker in property and casualty insurance as well as individual life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as collaborative, goal-oriented relationships using firm-approved analytical tools.
William P
Series 63
East Hills, NY
Mass Mutual Investors Services
William Pergola is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds a Series 63 designation and has worked at Metlife Securities Inc. for over four decades before joining Mass Mutual in 2016. Outside of his advisory role, he provides service and sales support to existing MetLife clients in life, long-term care, and fixed annuities. Mass Mutual 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 with a focus on collaborative, goal-oriented planning engagements.
Andrew L
Series 63, Series 66
East Hills, NY
Mass Mutual Investors Services
Andrew Levine is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has 36 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. Levine also works as an independent insurance agent focusing on life, accident, and health insurance. 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 offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and strategies tailored to clients' goals.
Marc A
Series 63, Series 65
East Hills, NY
Mass Mutual Investors Services
Marc Adamek is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016. Outside of his advisory role, he owns Adamek Wealth Planning LLC, an entity established for business and tax purposes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements and various investment programs, including educational seminars.
Michael A
Series 63
East Hills, NY
Mass Mutual Investors Services
Michael Asseng is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. His career includes long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining Mass Mutual. He is also an independent insurance agent specializing in disability fixed annuities and life, accident, and health insurance. Mass Mutual 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 programs, structuring planning engagements as annual, collaborative relationships that employ firm-approved analytical tools.
Douglas L
CFP®, Series 63, Series 65
East Hills, NY
Mass Mutual Investors Services
Douglas Licari is a CFP® professional with 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent 18 years at Metlife Securities Inc. Licari is also a notary public and involved in insurance brokerage activities beyond his advisory role. MassMutual 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 programs, emphasizing collaborative, goal-oriented planning without discretionary investment authority.
Victor F
Series 63
East Hills, NY
Mass Mutual Investors Services
Victor Falci Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Metlife Securities Inc. for 31 years before joining Mass Mutual Investors Services in 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental, group disability income, life, accident, health, long-term care, and Medicare-related products. 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 software to deliver written recommendations through annual collaborative engagements.
Russell D
Series 63
East Hills, NY
Mass Mutual Investors Services
Russell Donath is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously serving at Metlife Securities Inc and National Bond and Trust. Donath also works as an independent insurance agent specializing in life, accident, health, dental, group disability income, and long-term care insurance, as well as sales of HR benefits and health insurance through Lemonade Benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and provides additional services such as 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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