Through our relationship with MassMutual and Fifth Avenue Financial, a MassMutual firm, we have access to these specialists and resources. The individuals listed above are not employees of Iron Shore Wealth Strategies; they are employees of the MassMutual Home Office.

MassMutual Wealth Management is a business line of MassMutual. Securities, investment advisory, and wealth management services offered through MML Investors Services, LLC, Member SIPC, and a MassMutual subsidiary. 1295 State Street, Springfield, MA 01111-0001.

Fifth Avenue Financial
Personalized Guidance. National Reach.

As a proud member of the MassMutual family and a strategic partner of Iron Shore Wealth Strategies, Fifth Avenue Financial brings a high-touch, relationship-driven approach to financial planning. Based in midtown Manhattan and serving clients nationwide, they specialize in helping individuals and business owners navigate major life milestones — from retirement planning to business transitions. Their strength lies in delivering personalized strategies and coordinated solutions for even the most complex financial challenges.

MassMutual
A Legacy of Protection and Financial Strength

We are insurance agents with MassMutual. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: to help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services.

NFS (National Financial Services)
Trusted Custody. Institutional Strength.

Through our relationship with MMLIS, assets held in brokerage accounts are custodied with Fidelity Investments’ broker-dealer, National Financial Services LLC (“NFS”). Established in 1983, NFS is one of the largest providers of brokerage services including clearing and custody, tax reporting, credit management, financial planning, and advisory services.