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    Zachary Golen


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

    About Zachary

    Zachary has specialized in the 401(k) and retirement plan marketplace since 2005, representing businesses and non-profit organizations in a number of U.S. states including California, Texas, Florida, Maryland, Pennsylvania, New Jersey, and New York. He has maintained a focus on serving the needs of small to medium size businesses with the installation of new retirement plans and the assessment for conversion of existing plans.

    Zachary’s specialty is providing education to plan sponsors and participants. Committing time to the local community, Zachary volunteers with the Big Brother Big Sister Foundation.

    He lives in Philadelphia, Pennsylvania and serves business customers acros the country. Zachary holds the designation of Accredited Investment Fiduciary (AIF®). He obtained the Accredited Investment Fiduciary designation to improve his understanding of those who hold fiduciary roles.

    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 or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Zachary Golen AIF® 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:
    California, Delaware, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Texas, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia

    Zachary Golen AIF®, Bala Cynwyd, PA, CA Insurance Lic.# 0F15545

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