Needham, MA First Avenue Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
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
Based on Mass Mutual Investors Services
Location
197 First Avenue, Suite 250
Needham MA 02494
Advisors at this office
4
Advisors at this office
Matthew C
Series 63, Series 65
Needham, MA
Mass Mutual Investors Services
Matthew Clayson is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of his advisory role, Clayson is involved in life and health insurance sales. 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 financial planning, asset management, and educational seminars, utilizing firm-approved software to develop goal-based recommendations without investment discretion.
Benjamin T
Series 63, Series 65
Needham, MA
Mass Mutual Investors Services
Benjamin Taylor is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2002. Outside of his advisory role, Taylor is an agent in a non-MMLIA insurance brokerage and a partner in a life settlement business, assisting clients with sourcing and evaluating life settlement offers. MML 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, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also provides specialized services such as estate settlement and employer-sponsored planning programs.
Michael N
Series 63
Needham, MA
Mass Mutual Investors Services
Michael Naughton is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 63 designation and four years of industry experience. His work history includes positions at MML Investor Services, LLC, MassMutual Life Insurance Company, Bunker Hill Community College, and the Town of Lexington. 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, utilizing firm-approved software and collaborative annual planning engagements.
Jonathan P
CFP®, Series 63
Needham, MA
Mass Mutual Investors Services
Jonathan Preston is a CFP® professional affiliated with Mass Mutual Investors Services with five years of industry experience. He has held positions at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018, as well as a prior role at Fidelity Brokerage Services LLC. He is also a member of Merwin Financial, LLC, a business entity focused on tax and liability matters. 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 provides financial planning, asset management, and educational programs, structuring engagements as collaborative annual relationships without discretionary authority over client assets.
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