Who We Are
MassMutual Wisconsin's diverse team of Financial Professionals serve individuals and businesses in Wisconsin and Northern Illinois. We come to you from an array of professional backgrounds including careers in fields such as teaching, law, accounting, retail, marketing and consulting. The insights we’ve gained from such rich backgrounds has allowed us to effectively serve various niche markets. With one of the industry's most extensive portfolios of products and services, our Financial Professionals are anchored by a progressive organization that provides the resources and support to keep pace with the evolving financial needs and goals of a diverse clientele.
How We Can Help
Our knowledge and experience helps us develop a financial strategy that is uniquely tailored to you. It will help you care for the people who are important to you, and will address that which concerns you the most. We’ll guide you through a series of steps including discovery, planning, delivery and implementation and monitoring of your financial strategy. We can also assist in many other key areas including risk management, investment products, business planning as well as employee benefit products and services.
To Our Clients
We are committed to listening to you. We will ask probing questions to truly get to the heart of the matter and learn how your money can help you achieve what you want in life. This discovery process enables us to gain a thorough understanding of the financial objectives you have for yourself, your family and your business.
To the Community
Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we’ve earned trust from so many in this area. In addition, we have distributed over $3.4 million in free1 life insurance as part of MassMutual’s LifeBridgeSM Program.
1 MassMutual pays the premiums.