Newburyport, MA Inn Street Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,061 advisors across 1,224 offices

Location

14 Inn Street

Newburyport MA 01950

Advisors at this office

2

Advisors at this office

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Gregory S

Series 66

Newburyport, MA

Mass Mutual Investors Services

Gregory Silverman is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2014 to 2017. He is a Series 66 credential holder and manages Clipper City Financial, LLC, an entity involved in managing operating expenses. 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, typically providing goal-based 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
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Alan S

CFP®, ChFC®, Series 63

Newburyport, MA

Mass Mutual Investors Services

Alan Silverman is a financial advisor with Mass Mutual Investors Services in Newburyport, MA, holding CFP® and ChFC® designations and bringing 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent seven years at MetLife Securities. Outside of his advisory role, he is an insurance agent specializing in long-term care and manages an LLC handling administrative and recordkeeping functions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning engagements supported by firm-approved software and a range of specialized programs including divorce planning 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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