Fairfield, NJ Two Bridges Road Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,227 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

30 Two Bridges Road, Suite 320

Fairfield NJ 07004

Advisors at this office

37

Advisors at this office

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Chris F

Series 63

Fairfield, NJ

Mass Mutual Investors Services

Chris Fiorenzi is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds a Series 63 designation and has worked in the financial services sector since 1989, including roles at Sun Financial Group, MetLife Securities Inc., and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. 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 tools to develop tailored financial strategies.

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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Robb H

Series 63, Series 65

Fairfield, NJ

Mass Mutual Investors Services

Robb Hageman is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2019, following prior roles at MassMutual Life Insurance and Ameriprise Financial Services. Mass Mutual Investors Services 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, structuring planning engagements 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
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Richard H

Fairfield, NJ

Mass Mutual Investors Services

Richard Hennessy Jr. is a financial advisor with Mass Mutual Investors Services who holds 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 30 years. He also maintains a role with MassMutual Life Insurance Co. 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, with planning engagements focused on collaborative annual relationships and the use of 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
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Jeffrey G

CFP®, Series 63

Fairfield, NJ

Mass Mutual Investors Services

Jeffrey Gaier is a CFP® professional with 38 years of experience currently affiliated with MassMutual Investors Services. His prior work includes six years at Greenberg & Rapp Financial Group, Inc. and M Holdings Securities, Inc. He is also active as an independent insurance broker and owns a consulting business, in addition to serving on the board of a nonprofit focused on public education and awareness in child health research. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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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Manny P

Series 66

Fairfield, NJ

Mass Mutual Investors Services

Manny Pak is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Creative Financial Group and United States Liability Insurance Group. He has also worked in educational settings, including Eastern University and Fort Lee High School. Mass Mutual Investors Services 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 offers structured, annual financial planning engagements using firm-approved analytical tools and supports 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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Robert H

Series 63, Series 65

Fairfield, NJ

Mass Mutual Investors Services

Robert Hellwig is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities since 2009. Hellwig serves as a board member of the Unitas Caritas Foundation, a nonprofit supporting his alma mater, Immaculata High School. 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, charitable organizations, and employers. The firm offers collaborative planning engagements supported by firm-approved analytical tools and 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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Ottilia S

Series 65, Series 66

Fairfield, NJ

Mass Mutual Investors Services

Ottilia Stura is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 66 licenses. She has 24 years of industry experience, including previous roles at Raymond James Financial Services and Lakeland Financial Services. In addition to her advisory work, she is also a licensed insurance agent specializing in individual life/health and property/casualty products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements supported by firm-approved analytical tools and provides event-driven planning services such as divorce and estate settlement.

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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Eric F

Series 66

Fairfield, NJ

Mass Mutual Investors Services

Eric Fareri is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and three years of industry experience. His background includes roles at T-ROC Global and teaching positions at Monmouth University, alongside work in the hospitality sector at Seapointe Beach Grill. 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 programs, emphasizing collaborative annual planning relationships tailored to client goals.

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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Scott G

Series 63

Fairfield, NJ

Mass Mutual Investors Services

Scott Geer is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 63 designation and 29 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. MassMutual’s subsidiary, MML Investors Services, LLC, serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. Their financial planning process involves collaborative annual engagements using firm-approved software to analyze goals and deliver written recommendations focused on investment categories and strategies.

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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Vincent T

Series 63

Fairfield, NJ

Mass Mutual Investors Services

Vincent Tagliaferri is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including roles at MassMutual Life Insurance Co and MetLife Securities Inc. Additionally, he works as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services 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 offers collaborative, annual financial planning engagements supported by advanced analysis tools and provides event-driven planning services including estate settlement and employer-sponsored plans.

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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David S

Series 66

Fairfield, NJ

Mass Mutual Investors Services

David Sharpe is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and over 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with CitiStreet since 2004. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, annual planning 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

John F

Series 66

Fairfield, NJ

Mass Mutual Investors Services

John Fiore III is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience, with prior roles including positions at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of finance, he has experience working with Hercules Hauling and has a background that includes teaching roles at Trinity College and secondary schools. 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 financial planning, asset management, and educational programs, utilizing firm-approved tools and collaborative planning approaches.

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

Shawn M

Series 66

Fairfield, NJ

Mass Mutual Investors Services

Shawn Mcdonough is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including 15 years at Guardian Life Insurance Co and work with the Cambium Group. He is also a managing partner at RHEI Private Client Group, where he focuses on financial planning, investment management, and insurance. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides 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 software and provides various investment and 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
user avatar

Carmelo B

Series 66

Fairfield, NJ

Mass Mutual Investors Services

Carmelo Bruzzesi is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked at MassMutual Life Insurance Co and held various roles at St. Thomas Aquinas College and Cliffside Park educational institutions. He also works as an insurance broker specializing in property and casualty coverage. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of programs including educational seminars and 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
user avatar

Seung C

CFP®, Series 63, Series 65

Fairfield, NJ

Mass Mutual Investors Services

Seung Cho is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining his current firm in 2017, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Cho is also licensed as an insurance agent, offering life, property and casualty, health, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations focused on investment categories and strategies.

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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