Amherst, NY Corporate Pkwy Office

Team
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,127

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

300 Corporate Pkwy, Suite #110 N

Amherst NY 14226

Advisors at this office

63

Advisors at this office

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Jacob G

Series 63

Amherst, NY

Mass Mutual Investors Services

Jacob Glofka is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He worked at Metlife Securities Inc. from 1993 to 2017 before joining Mass Mutual Investors Services in 2017. Glofka previously owned an LLC that is currently inactive. 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 using collaborative, goal-based approaches supported by 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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Brendan G

Series 66

Amherst, NY

Mass Mutual Investors Services

Brendan Gawel is a financial advisor at MassMutual Investors Services with a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co., Pruco Securities LLC, and MML Investors Services, LLC. Outside of advising, he serves as a part-time assistant football coach at D'Youville College. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning using 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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Sarah B

Series 66

Amherst, NY

Mass Mutual Investors Services

Sarah Blankenship is a Series 66-licensed financial advisor with MassMutual Investors Services, where she has worked since 2013. She has 13 years of experience in the financial services industry. Outside of her advisory role, she is involved with PowHERhouse Money Coaching, providing wealth and business coaching, and serves as treasurer for Power of the Pack Inc., a nonprofit focused on women's empowerment. 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, wrap and money-manager programs, and educational seminars, delivering tailored recommendations through collaborative, annual planning engagements.

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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Gino C

Series 63, Series 65

Amherst, NY

Mass Mutual Investors Services

Gino Callisto is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with MML Investors Services since 2011 and Mass Mutual Life Insurance Company since 2009. Outside of advising, he works as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and various organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and strategies focused on 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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Martin S

Series 63

Amherst, NY

Mass Mutual Investors Services

Martin Steck is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 30 years with Metlife Securities Inc. Steck holds a Series 63 designation. 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 ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without investment discretion.

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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Ronald M

Series 63

Amherst, NY

Mass Mutual Investors Services

Ronald Moskala is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and having 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside his advisory role, he owns a seasonal vacation rental business. 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, structuring client relationships as ongoing collaborative engagements.

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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Colleen F

CFP®, Series 63

Amherst, NY

Mass Mutual Investors Services

Colleen Fitzhenry is a CFP® with 21 years of industry experience, currently serving at MassMutual Investors Services since 2017. She previously worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Fitzhenry is also involved as an insurance broker specializing in long-term care. MassMutual 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, and charitable organizations. The firm offers collaborative, annual planning engagements utilizing firm-approved software and provides event-driven planning services such as divorce and estate settlement 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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Gregory B

Series 63

Amherst, NY

Mass Mutual Investors Services

Gregory Borgosz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent 28 years at MetLife Securities Inc. and Metropolitan Life Insurance Company. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, annual planning relationships 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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Jonathan J

Series 66

Amherst, NY

Mass Mutual Investors Services

Jonathan Jones is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Northwestern Mutual and WNY Asset Management. His background also includes experience outside finance, having worked at BestSelf Behavioral Health and the University at Buffalo. 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 ongoing financial planning and asset management services using firm-approved software and offers specialized planning programs including recent additions in Divorce 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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Alexei H

ChFC®, Series 63

Amherst, NY

Mass Mutual Investors Services

Alexei Heringer is a ChFC®-designated financial advisor with Mass Mutual Investors Services, bringing 15 years of industry experience. He has been with the firm and its affiliate, Massachusetts Mutual Life Insurance Company, since 2009. Outside of his advisory role, he is the CEO and founder of AJH Real Estate Properties LLC. 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, charitable organizations, and employers. The firm offers a range of programs, including educational seminars and specialized planning such as divorce and estate settlement.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Michael K

Series 63

Amherst, NY

Mass Mutual Investors Services

Michael Koziol is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 17 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously at Metlife Securities Inc for nine years. Koziol is also involved in sales related to individual life and fixed annuities. Mass Mutual 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including estate settlement and divorce 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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Andrew S

Series 63

Amherst, NY

Mass Mutual Investors Services

Andrew Schneegold is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017 and MetLife Resources from 2006 to 2017. He is CEO and president of Schneegold Wealth Solutions Inc., an S Corporation for passthrough tax purposes. 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 financial planning, asset management, and educational seminars using firm-approved software and structured annual client relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Mary H

Series 63

Amherst, NY

Mass Mutual Investors Services

Mary Homyak is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and over 20 years of industry experience. She has been with MML Investor Service Inc since 2005 and previously worked at Rite Aid for 20 years. In addition to her advisory role, she is a commissioned Notary Public for the State of New York. 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 comprehensive financial planning and asset management services using firm-approved analytic tools and offers specialized planning programs, including recent additions such as divorce planning and event-driven estate 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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William W

Series 63, Series 66

Amherst, NY

Mass Mutual Investors Services

William Wyrozub is a financial advisor at Mass Mutual Investors Services in Amherst, NY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016, alongside his tenure at MetLife Resources beginning in 2006. Mass Mutual 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 seminars, emphasizing collaborative, goal-oriented 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
user avatar

Christopher A

Series 63

Amherst, NY

Mass Mutual Investors Services

Christopher Ahrens is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 license and bringing 27 years of industry experience. He has been with Mass Mutual and its affiliates since 1998. Ahrens is vice president and part owner of The BufLife Agency Inc., which provides life and health insurance products, and also serves as vice president of CFAM, Inc., managing health insurance plans for local bar associations. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and structured ongoing client 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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