Long Island City, NY 07 Jackson Ave Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

4

Of 5,064 advisors across 1,224 offices

Location

28 07 Jackson Ave, Suite 15137

Long Island City NY 11101

Advisors at this office

4

Advisors at this office

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Oscar V

Series 66

Long Island City, NY

Mass Mutual Investors Services

Oscar Vidal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and over 14 years of experience in the industry. His prior roles include positions at Merrill and Garden Leave before joining Mass Mutual in 2026. 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 seminars, with planning engagements structured as annual, collaborative relationships using firm-approved tools and analyses.

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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Jose N

Series 63, Series 65

Long Island City, NY

Mass Mutual Investors Services

Jose Novoa is a financial advisor with Mass Mutual Investors Services in Newington, CT, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and at Mass Mutual Life Insurance Company since 2019. Prior to this, he was employed at the University of Connecticut and Stew Leonards. Novoa is also a licensed agent for 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 provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using firm-approved tools and delivers written recommendations without investment discretion.

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

Kuldeep M

Series 63

Long Island City, NY

Mass Mutual Investors Services

Kuldeep Madan is a financial advisor with Mass Mutual Investors Services in Long Island City, NY, holding a Series 63 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, Madan manages a heavy equipment rental business and provides consulting and coaching services unrelated to financial planning. 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, structuring client 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
user avatar

Ari Z

Series 66

Long Island City, NY

Mass Mutual Investors Services

Ari Zweben is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Merrill, TD Bank, and various Wells Fargo entities. Zweben’s background also includes 13 years associated with Widener University. 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, structuring planning engagements as collaborative annual relationships that focus on clients’ goals and 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
View complete list of advisors at this office
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