Buffalo, NY Exchange St Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

3

Of 5,061 advisors across 1,224 offices

Location

726 Exchange St, Suite 822

Buffalo NY 14210

Advisors at this office

3

Advisors at this office

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Raymond C

Series 65, Series 63

Buffalo, NY

Mass Mutual Investors Services

Raymond Crane is a financial advisor with Mass Mutual Investors Services in Buffalo, NY, holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. He also serves as a managing partner specializing in tax at Brock, Schechter & Polakoff LLP, a public accounting firm where he has worked since 1992. His prior financial services experience includes roles at Wealth Advisors Network, Cambridge Investment Research, and 1st Global Advisors. MassMutual Investors Services 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 event-driven planning programs and uses collaborative, technology-supported approaches to develop written financial 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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Jeffery K

Series 66

Buffalo, NY

Mass Mutual Investors Services

Jeffery Kruszka Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of industry experience and has worked at several firms, including Wealth Advisors Network, Inc. and Cambridge Investment Research Inc. In addition to his advisory work, he is a partner at Brock, Schechter & Polakoff, LLP, a public accounting firm specializing in tax compliance and planning services. 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 programs using firm-approved software tools and structuring engagements as annual collaborative 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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Robert R

CFP®, Series 63, Series 65

Buffalo, NY

Mass Mutual Investors Services

Robert Romeo is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance Co, having previously worked at Wealth Advisors Network, Cambridge Investment Research, and TIAA. Romeo serves as a committee member for Feedmore WNY, a local food bank, where he assists with financial oversight and retirement plan management. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements utilizing advanced software tools and offers various event-driven planning 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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