Guilford, CT Boston Post 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 1,229 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

800 Boston Post Road, Building 2, Suite 203

Guilford CT 06437

Advisors at this office

19

Advisors at this office

user avatar

Nitung L

Series 66

Guilford, CT

Mass Mutual Investors Services

Nitung Liao is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at LPL Financial, LLC and Bridgelight Financial Advisors, Inc. MassMutual 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, structuring planning engagements as annual, collaborative relationships that focus on analyzing client goals and recommending investment strategies.

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

David D

Series 63, Series 65

Guilford, CT

Mass Mutual Investors Services

David Desanti is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His background includes roles at MetLife, Webster Bank, and LPL Financial before his current position at Mass Mutual. In addition to his advisory work, Desanti has experience as an independent insurance agent specializing in fixed insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring planning as collaborative annual relationships that use firm-approved tools to analyze 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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Stuart S

Series 66

Guilford, CT

Mass Mutual Investors Services

Stuart Steckler is a financial advisor with MassMutual Investors Services holding a Series 66 license and five years of industry experience. He has worked at Merrill Lynch and LPL Financial, among other firms. Steckler is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. MassMutual 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, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement 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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Kenneth P

Series 66

Guilford, CT

Mass Mutual Investors Services

Kenneth Page is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and Bryant University, along with managing an entrepreneurial venture, Big Green Truck Pizza, for seven years. He is also licensed to sell life, disability, long-term care insurance, fixed annuities, and health insurance as an insurance broker. MassMutual 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, and charitable organizations. The firm offers structured annual financial planning engagements using advanced analytical tools and serves a broad client base, including high-net-worth clients.

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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Matthew C

CFP®, ChFC®, Series 66

Guilford, CT

Mass Mutual Investors Services

Matthew Corrigan is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has 10 years of industry experience and previously worked at MetLife before joining MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advisory work, he is also licensed as an insurance agent providing life, disability, long-term care, health, and fixed annuity products. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and 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
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James I

Series 63, Series 65

Guilford, CT

Mass Mutual Investors Services

James Ian is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advising, he manages an LLC and operates as an insurance agent offering various life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using collaborative, technology-driven analysis and offers specialized planning services including divorce and estate-settlement planning.

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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John L

Series 66

Guilford, CT

Mass Mutual Investors Services

John La France is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at MassMutual Life Insurance Company and several other firms. Outside of advising, he is also engaged in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual 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 seminars through structured, annual planning engagements 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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Thomas C

ChFC®, Series 66

Guilford, CT

Mass Mutual Investors Services

Thomas Cosgriff is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Barnum Financial Group and Parkview Advance LLC. He is also an independent insurance agent specializing in the sales and service of life insurance, disability, long-term care, fixed annuities, and health insurance. 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 provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-focused strategies supported by 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
user avatar

Franco P

ChFC®, Series 66

Guilford, CT

Mass Mutual Investors Services

Franco Piscitelli is a ChFC® credentialed financial advisor with 21 years of industry experience. He has worked at MassMutual Investors Services since 2017 and concurrently at Massachusetts Mutual Life Insurance Company since 2016, following a prior 12-year tenure at Metlife Securities Inc. Outside of his advisory role, he is an agent involved in outside insurance sales and is a partner or owner of several LLCs managing pass-through compensation and business operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser 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, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including divorce planning 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
user avatar

Alexander B

Series 66

Guilford, CT

Mass Mutual Investors Services

Alexander Boehm is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and Travelers Insurance. Outside of finance, he works as a bartender at WeHa Brewing in West Hartford, CT. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-based planning supported by advanced 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
user avatar

Matt P

Series 66

Guilford, CT

Mass Mutual Investors Services

Matt Paulsen is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and over 22 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in insurance sales and manages several LLCs related to personal property and pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers comprehensive financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools and provides specialized programs such as divorce planning and estate-settlement 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

Jeffrey R

Series 63, Series 65

Guilford, CT

Mass Mutual Investors Services

Jeffrey Rice is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance and Metlife Securities. He is also licensed as an insurance agent, providing individual and group life, health, property, and casualty insurance. 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, focusing on collaborative, annual planning relationships using firm-approved tools 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
user avatar

Theodore K

Series 66

Guilford, CT

Mass Mutual Investors Services

Theodore Koppy is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co. and MML Investors Services, LLC since 2023. Prior to this, he held positions at WVIT-TV, Daniel Guerra, and Waddell & Reed, Inc. Additionally, he is involved in outside insurance sales as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MML 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations 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
user avatar

Curtis M

Series 66

Guilford, CT

Mass Mutual Investors Services

Curtis Meyer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and three years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his finance career, Curtis worked at Deep River Elementary School for seven years. He also engages in outside insurance sales specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured 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
user avatar

Diego M

Series 63, Series 65

Guilford, CT

Mass Mutual Investors Services

Diego Montoya is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. In addition to his advisory role, he is also engaged in life, disability, long-term care, health, and fixed annuities insurance sales. 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 offers collaborative, annual financial planning engagements supported by advanced analytical tools and also conducts educational seminars.

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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