Castalia, OH Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,064 advisors across 1,219 offices

Location

6714 Parker Road

Castalia OH 44824

Advisors at this office

2

Advisors at this office

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Thomas A

Series 65, Series 63

Castalia, OH

Mass Mutual Investors Services

Thomas Anderson Jr. is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at McAdam LLC, BKD, and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-assisted planning tools and offers various event-driven 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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Randy D

Series 63

Castalia, OH

Mass Mutual Investors Services

Randy Day is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. and Metropolitan Life Insurance Company since 1987. Outside of his advisory work, he owns a CPA and tax preparation firm as well as a cattle farming business. 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, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning and offers a range of investment and educational 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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