Springfield, MA State Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
19
Of 5,061 advisors across 1,224 offices
Location
1295 State Street
Springfield MA 01111
Advisors at this office
19
Advisors at this office
William W
Series 63, Series 65
Springfield, MA
Mass Mutual Investors Services
William Ward is a financial advisor with Mass Mutual Investors Services in Springfield, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior work at Stop & Shop LLC. 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, with a structured approach that emphasizes collaborative goal analysis and written recommendations.
Patrick S
Series 63, Series 65
Springfield, MA
Mass Mutual Investors Services
Patrick Silva is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual since 2018, and previously at Sii from 2014 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of asset management solutions and educational seminars, structuring financial planning engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations.
Kerriann C
Series 63, Series 66
Springfield, MA
Mass Mutual Investors Services
Kerriann Collins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Empower Financial Services, GWFS Equities, and Massachusetts Mutual Life Insurance Company. Outside of finance, she is the sole proprietor of Edge Floral Design, a florist business. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm offers collaborative, annual financial planning engagements using proprietary software and educational seminars.
Ana R
Series 63, Series 65
Springfield, MA
Mass Mutual Investors Services
Ana Reid is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.
Michael C
Series 63, Series 66
Springfield, MA
Mass Mutual Investors Services
Michael Curran is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017, and has been affiliated with Massachusetts Mutual Life Insurance Company, METLIFE Investors Distribution Company, and Metlife Securities, Inc. since 2016 or earlier. Outside of his advisory roles, Curran serves as Vice President of Technology and golf event organizer for The Falcon's Nest, a nonprofit supporting individuals and families affected by Down syndrome. 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, using firm-approved software and collaborative annual planning engagements without investment discretion.
Samantha K
Series 66
Springfield, MA
Mass Mutual Investors Services
Samantha Krupczak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at LPL Financial, NYLIFE Securities LLC, and Massachusetts Mutual Life Insurance Company. 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 offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.
Melanie S
Series 63
Springfield, MA
Mass Mutual Investors Services
Melanie Skroski is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 10 years of industry experience. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2015. Outside of her advisory role, she owns Sustain Home + Wares, a retail business focused on sustainable living through upcycled furniture and products from women- and minority-owned vendors. MassMutual Investors Services 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. Their approach includes collaborative, annual planning engagements using firm-approved analytical tools, with implementation of recommendations handled separately.
Derek W
Series 63, Series 66
Springfield, MA
Mass Mutual Investors Services
Derek Waslick is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior experience includes roles at Fidelity Institutional Wealth Adviser LLC and various Fidelity Investments affiliates. 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, goal-focused planning engagements supported by advanced analytical tools and a range of investment programs.
Kyle S
Series 63, Series 65
Springfield, MA
Mass Mutual Investors Services
Kyle Schmutte is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Mass Mutual, he worked at Citizens Bank and Citizens Securities in various roles between 2017 and 2024. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.
Cindy B
Series 63, Series 65
Springfield, MA
Mass Mutual Investors Services
Cindy Belmore is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been associated with MassMutual and its affiliated entities since 2005. Mass Mutual Investors Services operates as 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 offers collaborative, annual financial planning engagements supported by proprietary software tools and also delivers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning services.
David S
CFP®, Series 66
Springfield, MA
Mass Mutual Investors Services
David Samuelsen is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2017 before joining MML Investors Services LLC and Massachusetts Mutual Life Insurance Company in 2017. Mass Mutual Investors Services, LLC 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 seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.
Heather L
Series 66
Springfield, MA
Mass Mutual Investors Services
Heather Le Compte is a financial advisor at Mass Mutual Investors Services with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at MassMutual and Northwestern Mutual, and she was involved with Big Green Clean from 2012 to 2018. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a variety of investment and planning programs.
Kyle J
Series 65, Series 63
Springfield, MA
Mass Mutual Investors Services
Kyle Jarvis is a financial advisor with Mass Mutual Investors Services based in Springfield, MA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has previously worked at Merrill and held multiple roles at Voya Financial, joining Mass Mutual Investors Services in 2019. 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 ongoing financial planning, asset management, and educational seminars, utilizing a structured, collaborative process that employs firm-approved analytical tools to develop written recommendations.
Michael M
CFP®, CFA®, Series 63
Springfield, MA
Mass Mutual Investors Services
Michael Mc Geoghan is a financial advisor with Mass Mutual Investors Services in Springfield, MA. He holds the CFP® and CFA® designations and has 12 years of industry experience. His prior roles include positions at Origin Financial, McGeoghan Wealth Management and Financial Planning, and Northwestern Mutual Investment Services. Outside of financial advising, he works as a package handler at a FedEx distribution center. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering collaborative, annual planning engagements with various educational and specialized planning options.
Jeffrey S
ChFC®, Series 66
Springfield, MA
Mass Mutual Investors Services
Jeffrey Sajdak is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding the ChFC® designation and Series 66 license, with 22 years of industry experience. He has been associated with MassMutual and its affiliates since 2018 and currently serves as an adjunct professor at Elms College, teaching undergraduate and graduate business courses including risk management and economics. MassMutual Investors Services operates as 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, goal-oriented planning with a range of programs including estate and employer-sponsored planning.
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