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Robert L

Series 66

Falmouth, ME

Mass Mutual Investors Services

Robert Larochelle is a financial advisor with Mass Mutual Investors Services in Falmouth, ME, holding a Series 66 designation and seven years of industry experience. He has worked with MML Investors Services, Mass Mutual Life Insurance Co, and The Recensere Group since 2018, preceded by two years at MFM Services. In addition to his advisory role, Larochelle is involved in outside insurance sales as a broker specializing in life, disability, long-term care, 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 programs, emphasizing collaborative, client-specific planning using firm-approved analytical tools.

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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Lawrence P

ChFC®, Series 63

Falmouth, ME

Mass Mutual Investors Services

Lawrence Perry is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously employed by MetLife Securities Inc. from 2015 to 2017. Perry is also an insurance agent specializing in group disability and group health coverage. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, educational seminars, and specialized planning programs while emphasizing collaborative, annual financial 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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Christopher P

Series 63, Series 65

Falmouth, ME

Mass Mutual Investors Services

Christopher Perry is a financial advisor with Mass Mutual Investors Services in Falmouth, ME, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He previously worked at MetLife Securities Inc. and has also served as an insurance agent specializing in individual life, health, group life, and group disability insurance. 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 emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools and offers specialized programs such as divorce planning 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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Alane D

Series 63, Series 66

Falmouth, ME

Mass Mutual Investors Services

Alane Downes is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 credentials and has 36 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company and MassMutual Investors Services. Outside of her financial services career, she pursues photography, occasionally selling her work and participating in local art exhibits. 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships without discretionary investment authority.

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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Jonathan H

CFP®, Series 63, Series 65

Falmouth, ME

Mass Mutual Investors Services

Jonathan Hiltz is a CFP® professional with 26 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also maintains a role at Mass Mutual Life Insurance Company since 2016. Prior to this, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care 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 comprehensive financial planning, asset management, and educational programs, structuring client engagements as annual collaborative relationships that focus on goal analysis and written recommendations.

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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Vincenzo G

Series 66

Falmouth, ME

Mass Mutual Investors Services

Vincenzo Garganese is a financial advisor with MassMutual Investors Services in Falmouth, ME, holding a Series 66 credential and eight years of industry experience. He has been with MassMutual Investors Services and its affiliated entities since 2017. Outside of advising, he manages operations for VIS WEALTH Partners, LLC, a brand marketing and operations firm he founded. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning using firm-approved analytical tools.

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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