Center for Wealth Preservation, a MassMutual firm Employee Directory

Financial ServicesNew York, United States51-200 Employees

The Center for Wealth Preservation is a financial services practice affiliated with MassMutual that provides wealth management and financial planning services through qualified registered representatives. Based in Syosset, New York, the firm emphasizes building enduring client relationships, prioritizing education about how current investments can support future goals. By listening to client needs and applying its planning experience, it develops and maintains a comprehensive wealth management strategy for clients at different life stages. 

It functions within the MassMutual network, with services delivered by independent financial professionals who are not employees of MassMutual or its subsidiaries. Located in Syosset, New York, the practice focuses on delivering personal service and responsiveness while monitoring how changes in the financial environment may impact client goals. It offers a range of financial planning and wealth management services through qualified registered representatives of MML Investors Services.

Find Center for Wealth Preservation, a MassMutual firm employees' phone numbers or email addresses

Center for Wealth Preservation, a MassMutual firm Global Highlights

Location
Employees

North America
27

Minus sign iconPlus sign icon
  • United States Of America
    27

Center for Wealth Preservation, a MassMutual firm's Leadership

  • Stylized image of a person
    E. R.
    Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    C. S.
    Managing Director
    Phone icon
  • Stylized image of a person
    S. L.
    Recruiting Director
    Phone icon
  • Stylized image of a person
    A. F.
    Financial Representative
    Phone icon
  • Stylized image of a person
    D. J. W.
    Financial Services Professional
    Phone icon
  • Stylized image of a person
    J. B.
    Financial Services Representative
    Phone icon
  • Stylized image of a person
    P. E.
    Retirement Income Certified Professional (ricp)
    Phone icon
  • Stylized image of a person
    M. L.
    Financial Representative
    Phone icon

Center for Wealth Preservation, a MassMutual firm Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Center for Wealth Preservation, a MassMutual firm

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. R.
    Director Of Financial Planning
    Phone icon
    United StatesNew York
    Jun 23, 2026
  • Stylized image of a person
    C. S.
    Managing Director
    Phone icon
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    S. L.
    Recruiting Director
    Phone icon
    Feb 02, 2026
  • Stylized image of a person
    A. F.
    Financial Representative
    Phone icon
    United StatesNew York
    Jun 01, 2026
  • Stylized image of a person
    D. J. W.
    Financial Services Professional
    Phone icon
    United StatesNew York
    Oct 19, 2025
  • Stylized image of a person
    J. B.
    Financial Services Representative
    Phone icon
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    P. E.
    Retirement Income Certified Professional (ricp)
    Phone icon
    United StatesNew York
    Jun 22, 2026
  • Stylized image of a person
    M. L.
    Financial Representative
    Phone icon
    United StatesNew York
    May 31, 2026
  • Stylized image of a person
    E. B.
    Financial Services Representative
    Phone icon
    May 28, 2026
  • Stylized image of a person
    B. T.
    Financial Representative
    Phone icon
    United StatesNew York
    May 29, 2026

Frequently Asked Questions

What is Center for Wealth Preservation, a MassMutual firm known for?

Minus sign iconPlus sign icon
Center for Wealth Preservation, a MassMutual firm operates in the Financial Services industry. The company's main headquarters is located in 6800 Jericho Turnpike Suite 202w Syosset, New York 11791 United States. Explore Center for Wealth Preservation, a MassMutual firm's company overview page for more information.

What is Center for Wealth Preservation, a MassMutual firm's most common email format?

Minus sign iconPlus sign icon
Center for Wealth Preservation, a MassMutual firm employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Center for Wealth Preservation, a MassMutual firm email formats with LeadIQ.

How many employees does Center for Wealth Preservation, a MassMutual firm have currently?

Minus sign iconPlus sign icon
Center for Wealth Preservation, a MassMutual firm has approximately 60 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Center for Wealth Preservation, a MassMutual firm's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Center for Wealth Preservation, a MassMutual firm's key employees include:

  • Director Of Financial Planning: E. R.
  • Managing Director: C. S.
  • Recruiting Director: S. L.
  • Financial Representative: A. F.
  • Financial Services Professional: D. J. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.