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Jacob S

CFP®, Series 63

Teaneck, NJ

Mass Mutual Investors Services

Jacob Solomon is a financial advisor with MassMutual Investors Services in Teaneck, NJ, holding CFP® and Series 63 credentials and bringing 38 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he serves on the scholarship committee of Yeshivate Noam and chairs the insurance committee at Congregation B'nai Yeshurun. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements that utilize firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

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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Tzvi S

Series 63, Series 66

Teaneck, NJ

Mass Mutual Investors Services

Tzvi Solomon is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Goldman Sachs and Henries Securities. Outside of advisory work, Solomon serves as president of Sinai Schools, an organization providing inclusive special education, and is a board member of Yavneh Academy. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships and provides various investment and planning programs.

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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