Amherst, NY Bryant Woods South Office

Team
Updated today
Mass Mutual Investors Services logo

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

65 Bryant Woods South

Amherst NY 14228

Advisors at this office

8

Advisors at this office

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Jeffrey W

Series 63, Series 66

Amherst, NY

Mass Mutual Investors Services

Jeffrey Wohlfahrt is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has held positions at Massachusetts Mutual Life Insurance Company and Moshides Financial Group since 2015. He holds Series 63 and Series 66 licenses. 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 seminars, with planning engagements structured as annual collaborative 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
user avatar

Jacob K

Series 66

Amherst, NY

Mass Mutual Investors Services

Jacob Kranz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and KeyBank. Outside of his advisory work, he manages a rental property as a landlord. 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, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports a range of specialized services including divorce, estate-settlement, and employer-sponsored 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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John M

Series 63

Amherst, NY

Mass Mutual Investors Services

John Moshides is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 43 years of experience in the industry. His prior work includes roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is involved in writing, speaking engagements, consulting, and facilitating introductions for mergers and acquisitions. MassMutual Investors Services operates as 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, employing firm-approved tools to analyze client goals and deliver 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
user avatar

Benjamin W

Series 63

Amherst, NY

Mass Mutual Investors Services

Benjamin Whitford is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and with eight years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with MassMutual Life Insurance Company since 2016. Whitford serves as a board member and participates on both the Audit and Investment Committees of Aspire of WNY, a nonprofit that assists individuals with disabilities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented client engagements.

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

Joshua L

Series 63, Series 66

Amherst, NY

Mass Mutual Investors Services

Joshua Lauer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 13 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. In addition to his advisory role, he refers clients for the Employee Retention Credit through an external firm. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that analyze client goals using firm-approved software 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 L

Series 63

Amherst, NY

Mass Mutual Investors Services

Christopher Lauer is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining his current firm. 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 and collaborative planning approaches 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
user avatar

Rodd M

Series 63

Amherst, NY

Mass Mutual Investors Services

Rodd McMinn is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 33 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 13 years. Outside of his advisory role, he is also an agent in the life insurance sector. MassMutual 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, focusing on collaborative, annual planning relationships that utilize 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

Tyler D

CFP®, Series 63

Amherst, NY

Mass Mutual Investors Services

Tyler Diebold is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His work history includes roles at Northwestern Mutual Wealth Management Company and Primacy Financial. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual planning relationships using firm-approved analytical tools, recommending investment strategies without discretionary authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
View complete list of advisors at this office
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