Quality of Service - You are entitled to a high level of proactive, courteous service from all associates at MassMutual Tri State.
Professionals - You have the right to work with trustworthy and dependable professionals focused on your journey to true wealth. Your professional will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Your professional will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.
Recommendations Base Upon Your Needs - You have the right to independent and unconflicted advice and recommendations based upon your defined needs, risk tolerances, and goals. Through holistic wealth planning, your needs are clearly defined and constantly monitored.
Transparency - You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. All communications with MassMutual Tri State strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.
Prompt Response - You have the right to a prompt response from your MassMutual Tri State financial professional. Your financial professional commits to returning calls by the end of each business day. Should a request require additional research, our team will set a clearly defined time frame for redress.
Timely Communication - You have the right to be communicated to in a timely manner. As your professional, our goal is to provide you with information before the question arises, regardless of the medium used.
Education - You have the right to continual education along your journey to true wealth. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your wealth plan.
Accuracy - Your statements will identify all account positions held, cash receipts, and disbursements made through MassMutual Tri State.