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About Us

Solutions for Life

MassMutual Tri State is dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security. With over 21,000 clients, 6.7 billion in client assets, and offices in New Jersey, Pennsylvania and New York, we are one of the largest financial services firms in New Jersey. We have over 175 dedicated Financial Professionals and Advisors conveniently located throughout the tristate area. Our team approach provides you with an integrated and customized solution to help you fulfill all your financial goals and objectives. We are dedicated to maintaining the highest standards of ethics, compliance, customer service, financial education and industry expertise.

A Holistic Approach

At MassMutual Tri State, we offer comprehensive financial services & products that empower our clients to improve their long-term financial situation and reach their lifetime goals and dreams. As a client, you have access to a full line of insurance and investment products from many well-known financial companies. Unlike companies that offer “standardized” solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with other professional advisors to develop strategies and solutions that help you achieve your goals. To further our commitment to financial awareness and education, MassMutual Tri State offers customized, interactive workshops designed to help individuals, businesses, and communities learn about the most effective financial solutions available

Our Measures of Community Value

Through 2023, MassMutual Tri State has:

  1. $3.2 Billion

    over $3.2 billion of life insurance coverage in force2.1

  2. $987 Thousand

    paid over $987 thousand in life insurance benefits3 and $86 thousand in disability income insurance benefits (claims)4 to our clients.2

  3. $1.6 Million

    paid $1.6 million in dividends5 to MassMutual Carolinas’ clients who own eligible participating whole life policies with MassMutual.3

  4. $0

    distributed $0 in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.4

1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2023).
2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2023).
3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2023).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2023).
5 The amount of dividends to whole life policyowners in 2023.
6 MassMutual pays the premiums (12/31/2023).