Boardman, OH 945 Windham Court Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

4

Of 5,064 advisors across 1,224 offices

Location

945 Windham Court, Suite 5

Boardman OH 44512

Advisors at this office

4

Advisors at this office

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Joshua B

Series 66

Boardman, OH

Mass Mutual Investors Services

Joshua Barr is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has one year of industry experience. His work history includes positions at MassMutual Life Insurance Company and MML Investors Services LLC, as well as roles outside finance such as at Pantalone Paving LLC, Kennsington Golf Club, and Youngstown State University. 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 offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide tailored 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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Jeffrey M

Boardman, OH

Mass Mutual Investors Services

Jeffrey Mccreery is a financial advisor with MassMutual Investors Services who holds 34 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2009. Outside of his advisory role, he serves as a board member of a nonprofit focused on community improvement projects. MML 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, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships and offers specialized services such as divorce planning and estate-settlement 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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Kevin E

Series 63, Series 65

Boardman, OH

Mass Mutual Investors Services

Kevin Ellsworth Myers is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has four years of industry experience, working at MML Investors Services LLC and Mass Mutual Life Insurance Company since 2021. Prior to his financial services career, he worked at Chipotle and spent eight years at Lakeview High School. Outside of his advisory role, he is an insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that emphasize 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
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Christopher D

CFP®, Series 63

Boardman, OH

Mass Mutual Investors Services

Christopher Depaola is a financial advisor with Mass Mutual Investors Services in Boardman, OH, holding CFP® and Series 63 designations, and has 15 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2010. Outside of his advisory role, he is a sales agent with the American Veterinary Medical Association for life, property/casualty, and health insurance. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative planning engagements using firm-approved analytical tools and a range of investment programs.

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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