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MassMutual Northern California
Financial Services
Pleasanton, California 1,209 followers
We are a holistic financial planning firm that believes in comprehensive financial roadmaps for our clients.
About us
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
- Website
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http://northerncalifornia.massmutual.com
External link for MassMutual Northern California
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Pleasanton, California
- Type
- Privately Held
- Founded
- 1868
- Specialties
- Insurance, Retirement, Financial Planning, Investments, and Wealth Management
Locations
Employees at MassMutual Northern California
Updates
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WOW, what an honor! 🎉 We are extremely excited to announce that we have been recognized as a winner of the 2024 Bay Area Best Places to Work by The San Francisco Business Times and the Silicon Valley Business Journal for the second year in a row!!! Thank you to all of our peers, clients, and the amazing community that we serve. The credit truly goes to our team for all of their dedication and commitment to making our company a great place to work. #TopWorkplaces #companyculture #SanFranciscoTopEmployer #MMNCProud
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Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.
What is a Section 162 executive bonus plan and how does it work?
blog.massmutual.com
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Already feeling nostalgic for the exhilarating vibes of our 3rd Annual Wealth Management Symposium! It was a remarkable gathering, featuring stellar speakers, a treasure trove of insights, and a perfect blend of camaraderie and culture. A truly enriching experience wrapped up in one unforgettable event!
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