We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. We believe in building a strong foundation through maximum protection strategies, cash value insurance, and fee-based wealth management solutions. Our efforts are focused towards creating and furthering an environment where financial professionals can fully dedicate their attention to their clients. We build balanced financial planning practices where planners own and run their own businesses at an elite level of service for an optimal client experience. We provide support and resources through practice development, professional coaching, continuing education, advanced technology utilization, and financial planning business model integration for planners to not only envision, but to execute – a multi-disciplinary practice. We invest in the highest caliber financial professionals who believe that integrity, honesty, and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice. If you’re struggling with resources, support, culture, and/or ownership of your practice, or don’t have a clear path to create the practice you envision, we would love to have a conversation. Phone: 925-979-2300 https://northerncalifornia.massmutual.com/about-us/licenses Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. CRN202302-279257
View Top Employees from MassMutual Northern CaliforniaWebsite | http://northerncalifornia.massmutual.com |
Employees | 125 (125 on RocketReach) |
Founded | 1868 |
Address | 6701 Koll Center Pkwy Suite 140, Pleasanton, California 94566, US |
Industry | Financial Services, Insurance, Retirement, Investments |
Web Rank | 31511 |
Web Visits | 1 Million |
Keywords | Financial Planning, Wealth Management, Insurance Services, Financial Advisor, Financial Services, Retirement Planning, Estate Planning, Tax Planning, Investment Management Services, Financial Consulting |
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Karen Steffy is the Chief Recruiting Officer of MassMutual Northern California.
125 people are employed at MassMutual Northern California.
MassMutual Northern California is based in Pleasanton, California.