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MassMutual Tri State 

Our focus is on building client wealth in a way that is comfortable for the client. This is accomplished by communicating openly and effectively to produce tailor-made investment strategies that incorporate our clients’ investments and lifestyle.

Tailored Wealth Management

Your choice for Financial Services

About Us


Our practice consists of a team of focused professionals drawing on a range of specialized skills that encompass tax, legal, investment, finance and insurance experience. Our goal as your financial advisors is to be the key strategist who sets the
team of financial professionals in motion to provide clients with the confidence that their long term goals will be met.

Our style of financial planning is to help our clients understand the different types of investments and products available so that they can make informed, valuable and personalized financial decisions. We believe that by working with our clients to better understand financial opportunities, we strengthen our relationships and build trust.

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Full Range of Financial Solutions Our wealth of experience and resources enables us to provide our clients with Financial Solutions for Every Stage of Life. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Investment Strategies

Investment Strategies

We're prepared to guide you through life's transitions. 

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Business Planning

Business Planning

We operate our business with ethics and integrity. We're prepared to guide you through life's transitions. 

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Financial Planning

Financial Planning

Let's talk about your investment strategies.

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If you could protect your most valuable asset would you?

Take a moment to watch the video and find the ways in which you can. Click the link below to schedule some time to review your available options. 

Speak to an advisors today.
Do You Need Life Insurance?

Do You Need Life Insurance?

If you have anyone that depends on you financially or if you don’t want to leave your loved ones with burial costs or debt, then the answer is yes. And if you’re just starting out and want to lock in an affordable rate for when you have a family, different types of life insurance can help with that, too.

Our process is simple and can be completed from the comfort of your home or office. You will be provided an immediate quote for your life insurance coverage, and if you would like to move forward, the application is online with an instant decision on your policy.*

Solutions For Your Goals

Solutions For Your Goals

Our ultimate goal is to enrich the quality of your life by helping you achieve your financial goals, as well as provide solutions to protect your income, your family and your legacy at every stage of life.

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