Southbury, CT Heritage Rd Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

5

Of 5,064 advisors across 1,224 offices

Location

555 Heritage Rd, Ste 204

Southbury CT 06488

Advisors at this office

5

Advisors at this office

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Paul M

ChFC®, Series 63, Series 65

Southbury, CT

Mass Mutual Investors Services

Paul Mariano is a financial advisor with MassMutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having been with MassMutual Investors Services since 1982 and affiliated with MassMutual Life Insurance Company since 1978. Mariano also works as an insurance agent, providing life, disability, long-term care, health insurance, 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 comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide 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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Evan C

Series 66

Southbury, CT

Mass Mutual Investors Services

Evan Centopani is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has been affiliated with MassMutual Life Insurance Company since 2021. Outside of financial advising, he creates health and fitness content for a YouTube channel and serves as a coach writing nutrition and fitness protocols. 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, emphasizing collaborative, goal-based planning using firm-approved software tools.

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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Zakary C

Series 63, Series 65

Southbury, CT

Mass Mutual Investors Services

Zakary Cianciolo is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in the restaurant and bar industry as a co-owner and silent partner in several businesses. Mass Mutual Investors Services 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 financial planning engagements using firm-approved tools and supports various event-driven planning services such as divorce and estate settlement.

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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Jason C

Series 63, Series 66

Southbury, CT

Mass Mutual Investors Services

Jason Castaldi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is the managing member of Wealth Building LLC. 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 services, utilizing firm-approved software tools and providing collaborative, annual planning 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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Maximo T

Series 66

Southbury, CT

Mass Mutual Investors Services

Maximo Trama is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously with Wealthbuilding LLC, Mariano McGrath and Associates, and Charter Oak Financial. Outside of his advisory work, he has been involved in pizza delivery through a local business. Mass Mutual 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 a range of programs including wrap and money-manager services, with a focus on collaborative, annual financial planning engagements.

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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