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Samuel M

Series 66

Tempe, AZ

Mass Mutual Investors Services

Samuel Marcus is a financial advisor with Mass Mutual Investors Services in Tempe, AZ. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Family First Life and Shield Co. Marketing. Mass Mutual Investors Services is 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 uses firm-approved software and collaborative annual planning to develop written recommendations tailored to client goals.

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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