Moorestown, NJ South Lenola Road Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,061 advisors across 1,224 offices

Location

505 South Lenola Road, Suite 203

Moorestown NJ 08057

Advisors at this office

2

Advisors at this office

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John C

Series 63, Series 66

Moorestown, NJ

Mass Mutual Investors Services

John Costello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, Costello serves as president of the Moorestown Breakfast Rotary, where he oversees community giving projects and leads weekly reports. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative 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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Rodney B

Series 63, Series 65

Moorestown, NJ

Mass Mutual Investors Services

Rodney Boylan is a financial advisor with Mass Mutual Investors Services in Moorestown, NJ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc for 11 years. Outside of his advisory work, Boylan is involved as a production manager for a nonprofit orchestra and also works as a DJ for parties and school events. 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 emphasizes collaborative, annual financial planning engagements using firm-approved software and offers event-driven planning programs alongside various asset management solutions.

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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