Chandler, AZ Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
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
Based on Mass Mutual Investors Services
Location
Chandler AZ
Advisors at this office
3
Advisors at this office
Jordan M
Series 66
Chandler, AZ
Mass Mutual Investors Services
Jordan Mc Caffrey is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. Prior to joining Mass Mutual and its affiliate MassMutual in 2019, he worked at Edward Jones for 11 years. Outside of his advisory role, he assists with real estate transactions and renovations through a family-owned business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers recommendations on investment strategies without discretionary authority.
Robert H
Series 63
Chandler, AZ
Mass Mutual Investors Services
Robert Heller is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 63 designation and 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Life Insurance Co. and Mass Mutual Investors Services. He is also the owner of Heller Financial Services LLC, an independent insurance agency. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.
Karen B
Series 66
Chandler, AZ
Mass Mutual Investors Services
Karen Bliss is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. She has 16 years of industry experience, including prior roles at United Planners' Financial Services. She also serves as a co-trustee of The Bliss Family Trust. Mass Mutual 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 a range of programs and educational seminars designed to support collaborative, goal-focused financial planning.
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