Whitehouse Station, NJ Main St Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,064 advisors across 1,224 offices

Location

259 Main St, Suite 1 B

Whitehouse Station NJ 08889

Advisors at this office

2

Advisors at this office

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Patrick W

Series 66

Whitehouse Station, NJ

Mass Mutual Investors Services

Patrick Woodward is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 28 years of industry experience, including 19 years at Metlife Securities and over a decade with MassMutual and its investment services affiliate. Woodward is also a partner at Optimum Financial and serves as a group health insurance agent. 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, structuring planning engagements as collaborative, annual relationships using firm-approved analytical 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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John M

Series 63, Series 65

Whitehouse Station, NJ

Mass Mutual Investors Services

John Milacki is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes 30 years at Metlife Securities Inc. before joining Mass Mutual in 2016. Outside of his advisory role, he is a partner at Optimum Financial Group LLC and part owner of a retail business in Southport, NC, where he handles payroll bookkeeping. 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 financial planning structured as an annual, collaborative process using firm-approved analytical 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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