Making sure your family has what they need tomorrow takes planning today. Let’s talk about building generational wealth that you can pass along.
About us
At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams. We then provide you with guidance and expertise to help you make sound financial decisions that can help protect your future. We also help you protect your most important assets – your family. Headquartered in Charlotte, MassMutual Carolinas has been a Carolina tradition of excellence and industry leadership since 1935. With more than 70 financial professionals, we provide customized financial solutions to thousands of clients throughout the Carolinas. A particular area of focus for MassMutual Carolinas is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and other family members. __________________________________________________ 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. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
- Website
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https://carolinas.massmutual.com/
External link for MassMutual Carolinas
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Charlotte, NC
- Type
- Privately Held
- Founded
- 1935
Locations
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Primary
Get directions
Capitol Towers
4350 Congress Street, Suite 300
Charlotte, NC 28209, US
Employees at MassMutual Carolinas
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Tim Bartolomeo, CFBS
I help Business Owners and Nonprofit Organizations create executive retention strategies that can compete with fortune 500 companies for top talent.
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Tim Flanagan Jr, CLU, ChFC, CFP, ChSNC, CFBS
President, The Pelora Group
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Cynthia D. Reavis
Success Occurs When Preparation Meets an Opportunity!
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Jason Austell,CFP®,MSFS,ChFC®,CLU®,CASL®,RICP®,AEP®,CAP®
Financial Planner at MassMutual Carolinas
Updates
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We’ve all been there - the kids are home from school, you’re trying to work, and you need to keep them busy! It’s the perfect time for them to learn some simple basics about saving. https://lnkd.in/ec7v3gvy.
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Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://lnkd.in/eR7ycybS.
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A variable annuity can grow your savings based on market performance. Let’s talk about methods for keeping your retirement savings ahead of inflation. https://lnkd.in/gh9ZEnXf.
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Does your financial plan consider these common rules of thumb? Let's ensure you're on the right path. https://lnkd.in/eNwG2VDg.
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Let's talk about how this new perk could help to support your child's future goals. https://lnkd.in/e_it_Wvg.
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Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you. https://bit.ly/48HQVSH
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For those working freelance, tax requirements can be very confusing. Knowing where you stand helps your long-term financial goals stay within reach. https://bit.ly/3uJaOes.
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