Picture of Joseph Tortis

    Joseph Tortis

    CFBS, CFP®

    Check the background of this investment professional on FINRA's BrokerCheck

    About Joseph

    Joe Tortis has over 11 years’ experience in Life Insurance, Wealth Planning, and Financial Planning. He started his financial services career with MetLife in 2003 and was recognized as a MDRT qualifier and a President’s Conference qualifier for four consecutive years. He was also awarded Rookie of the Year in 2004 and Advisor of the Year in 2005.

    Joe joined Massachusetts Mutual Life Insurance Company (MassMutual) in 2009 and has qualified for MassMutual’s Leaders Club each year (2010-2013) and Blue Chip Council in 2013. In addition to these achievements, Joe earned his Certified Family Business Specialist designation, providing him with the knowledge and insight into the inner workings and challenging dynamics of family-owned businesses.

    “My goal is to help clients make sound, educated decisions, especially with regard to insurance and investments. My approach is to help clients identify their goals and develop solutions which meet their objectives efficiently. Our firm strives to develop long term relationships and focuses on becoming a lifetime resource for each client.”

    He is building a successful practice that focuses on helping people achieve their financial goals. From Joe’s commitment to helping his clients and developing trusted relationships, many of his clients have become good friends. In addition to working closely with his clients, Joe frequently conducts seminars on various financial topics.

    Joe was born and raised in the South Jersey area and he resides in Marlton, New Jersey. Joe received his Bachelor’s of Science in Finance from Rutgers University and his CFP® from Fairleigh Dickinson.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Joseph Tortis CFP®, CFBS is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: (610) 766-3000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Colorado, Delaware, Florida, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, Maryland, Ohio

    Joseph Tortis CFP®, CFBS, Cinnaminson, NJ

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