Yardley, PA Floral Vale Blvd Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

3

Of 5,064 advisors across 1,224 offices

Location

308 Floral Vale Blvd

Yardley PA 19067

Advisors at this office

3

Advisors at this office

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Brandon R

Series 66

Yardley, PA

Mass Mutual Investors Services

Brandon Razler is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and six years of industry experience. He has worked with MassMutual Life Insurance and Mass Mutual Investors Services since 2018. Razler has also been involved in academic support roles at Georgian Court University and held a position at the YMCA. Outside of his advisory work, he is licensed as an insurance agent specializing in life, disability, long-term care, and fixed annuities. MassMutual 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, providing collaborative, annual planning relationships with tools such as Monte Carlo simulations and automated asset-allocation analysis.

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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Scott L

Series 63, Series 65

Yardley, PA

Mass Mutual Investors Services

Scott Lingrell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining Mass Mutual affiliates, where he has been since 2016. Outside of his advisory role, he serves as volunteer president of a 501(c)(3) charity organization, Players Committee Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as estate settlement and divorce 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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Javid J

Series 63

Yardley, PA

Mass Mutual Investors Services

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.

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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