Braintree, MA Office

Team
Updated today

Client AUM

$32,035,685

Clients

6,880

Advisors

4

Of 275 advisors across 115 offices

Location

30 Braintree Hill Office Park, Ste 106

Braintree MA 02184

Advisors at this office

4

Advisors at this office

user avatar

Will Y

Series 65, Series 63

Braintree, MA

Mutual of Omaha Investor Services, Inc.

Will Young is a financial advisor with Mutual of Omaha Investor Services, Inc. in Braintree, MA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he was affiliated with Mutual of Omaha Insurance Company and has experience in educational roles at Iowa State University and Coe College. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms such as Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Martin H

CFP®, ChFC®, Series 63, Series 65

Braintree, MA

Mutual of Omaha Investor Services, Inc.

Martin Higgins is a CFP® and ChFC® with 48 years of industry experience, all of which he has spent at Mutual of Omaha Investor Services, Inc. in Bonita Springs, FL. In addition to his advisory role, he is the author of a book on gifting and conducts related presentations and book signings. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts through a network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Steven G

Series 66

Braintree, MA

Mutual of Omaha Investor Services, Inc.

Steven Galavotti is a Series 66 licensed financial advisor with Mutual of Omaha Investor Services, Inc., bringing 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2019 before joining Mutual of Omaha in 2019. Outside of his advisory role, he serves on the Board of Directors at Southcoast YMCA and holds silent partner positions in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions primarily through its network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Michael J

Series 63, Series 65, Series 66

Braintree, MA

Mutual of Omaha Investor Services, Inc.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Hornor Townsend & Kent Inc. He is also an insurance agent specializing in life, accident, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations, offering financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")