Iselin, NJ Wood Ave S Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

37

Of 5,064 advisors across 1,224 offices

Location

186 Wood Ave S, Suite 301

Iselin NJ 08830

Advisors at this office

37

Advisors at this office

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Tamal M

Series 63, Series 65

Iselin, NJ

Mass Mutual Investors Services

Tamal Majumdar is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked at Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Majumdar is also an insurance agent specializing in individual and group life, health, disability income insurance, fixed annuities, and property/casualty 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, wrap and money-manager programs, and 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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John D

CFP®, ChFC®, Series 66

Iselin, NJ

Mass Mutual Investors Services

John Depaola is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and a Series 66 license. He has eight years of industry experience, having previously worked at Park Avenue Securities, Guardian Life Insurance Company of America, and ConnectOne Bank. Outside of advising, he manages a vending machine distribution business and holds ownership roles in several entities related to his practice and insurance activities. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships with a goal-oriented, software-driven planning approach.

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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Ahmed S

Series 63, Series 66

Iselin, NJ

Mass Mutual Investors Services

Ahmed Sourour is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including seven years at MetLife Securities and over nine years with MassMutual Investors Services. Outside of his advisory role, Sourour is involved in insurance brokerage specializing in individual and group life, health, disability, fixed annuities, and Medicare-related 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 programs, using collaborative and software-supported approaches to deliver client 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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Padmaja K

Series 65, Series 63

Iselin, NJ

Mass Mutual Investors Services

Padmaja Kotagiri is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previous experience with Metlife Securities Inc. from 2001 to 2017. 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, using firm-approved software tools to analyze client goals and deliver written 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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Jon I

Series 66

Iselin, NJ

Mass Mutual Investors Services

Jon Iosso is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including roles at MML Investors Services, MassMutual Life Insurance Co., and prior employment outside the financial sector. In addition to his advisory work, he is active as an insurance broker, offering life, disability, long-term care insurance, fixed annuities, and health products. MML 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, using firm-approved tools to develop written recommendations in collaborative annual 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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Anthony K

Series 63

Iselin, NJ

Mass Mutual Investors Services

Anthony Karabas is a financial advisor with Mass Mutual Investors Services, holding the Series 63 designation and bringing 37 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. In addition to his advisory role, Karabas is licensed as an agent selling life, health, property and casualty, disability, Medicare-related products, fixed annuities, long-term care insurance, and group life insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning approach using analytical tools, offering various programs including investment management and 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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Vidhi S

Series 66

Iselin, NJ

Mass Mutual Investors Services

Vidhi Sonani is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS and Kearfott Corporation. In addition to her advisory role, she is a licensed realtor with United Real Estate North Jersey, assisting clients with buying and selling homes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented financial planning using firm-approved tools and offers event-driven planning programs including divorce 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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Jake S

Series 66

Iselin, NJ

Mass Mutual Investors Services

Jake Surma is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MetLife Securities Inc. from 2014 to 2017. He is also involved in insurance product sales, including life, health, and Medicare-related products. 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 provides ongoing financial planning and asset management services using firm-approved software and offers specialized planning programs 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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Scott D

Series 63, Series 66

Iselin, NJ

Mass Mutual Investors Services

Scott Drayer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is the director of Chicken Fat Enterprises Inc., an author of a children’s fitness book. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-oriented advice without discretionary investment authority.

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 B

CFP®, Series 63

Iselin, NJ

Mass Mutual Investors Services

John Bucsek is a CFP® professional with 41 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously spent 15 years at METLIFE Securities Inc. Bucsek is an owner of several insurance-related LLCs, serves on the Board of Trustees for GAMA focusing on research and education in financial leadership, and is also an author. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, and nonprofit entities. The firm offers collaborative annual financial planning engagements using firm-approved tools and generally recommends investment strategies rather than specific products.

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 J

Iselin, NJ

Mass Mutual Investors Services

Vincent Jule is a financial advisor with Mass Mutual Investors Services and has 52 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years and has been with MassMutual Life Insurance since 2016. In addition to his advisory role, he is an insurance agent specializing in individual life, health, long-term care, and fixed annuities. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, annual planning 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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Gerald S

Series 63, Series 65

Iselin, NJ

Mass Mutual Investors Services

Gerald Silberman is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with Metlife Securities Incorporated for seven years. Outside of his advisory role, he is involved in insurance brokerage, focusing on individual life, disability, long-term care, fixed annuities, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using technology to analyze client goals and offers event-driven planning programs such as 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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Keith M

Series 63, Series 65, Series 66

Iselin, NJ

Mass Mutual Investors Services

Keith Motusesky is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Columbia Bank, Cetera Investment Services, Allstate Financial Advisors, and running his own firm, Motusesky Financial Group, for 15 years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships, utilizing firm-approved software tools and offering specialized planning programs such as 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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David G

Series 63, Series 65

Iselin, NJ

Mass Mutual Investors Services

David Grazi is a financial advisor with Mass Mutual Investors Services in Iselin, NJ, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Mass Mutual Investors Services in 2020, he worked at MassMutual Life Insurance Co and gained experience in business consulting and strategic advisory for companies and entrepreneurs outside the financial sector. He also engages in life insurance sales as an independent agent. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with comprehensive financial planning, asset management, and educational 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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Thomas B

Series 63, Series 65

Iselin, NJ

Mass Mutual Investors Services

Thomas Bongiorni is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Mass Mutual Life Insurance Company since 2018. In addition to his advisory role, he is involved as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored 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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