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Investments, Insurance & Financial Planning

When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who's experienced and knowledgeable to assist you along the way. The MassMutual team works closely with our members to provide them with strategies that help with their unique situations.

MassMutual services include:

  • Retirement and Income Strategies
  • Investment Analysis and Portfolio Allocation
  • Wealth Transfer and Estate Planning Strategies

Investment Services Include:

  • Mutual Funds
  • Fixed and Variable Annuities
  • Traditional and Roth IRAs
  • 529 Plans (College Savings Plans)
  • Individual Stocks and Bonds
  • 401(k) and Other Retirement Plans

Insurance Services Include:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Schedule a consultation

For more information about MassMutual, please call a registered representative, Ed Erickson (CRD# 5777778) today at 206.346.3208, or fill out the contact form below.

Contact MassMutual

MassMutual

Trusted Service From:

MassMutual

Disclosures

Products and Services are: Not insured by the Federal Deposit Insurance Corporation (“FDIC”), the National Credit Union Administration (“NCUA”) or any other Government Agency; Not a deposit or other obligation of the Credit Union or an affiliate of the Credit Union and is not guaranteed by the Credit Union; Subject to investment risks, including possible loss of the principal invested; Not a condition to the Credit Union’s extension of credit.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC 701 5th Ave Columbia Ctr Suite 1100, Seattle, WA 98104, 206.628.8800, CRD# 10409. Fortis Edge Capital is not a subsidiary or affiliate of Massachusetts Mutual Life Insurance Company (MassMutual) or its Broker Dealer, MML Investors Services, LLC or their affiliated companies. CRN202109-253732

States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA.
States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA.

Not NCUA Insured
Not Credit Union Guaranteed
May Lose Value

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