MassMutual NYC

MassMutual NYC Now united as one, we draw on the strength of our legacies to form the local powerhouse we are today.

With offices in Chinatowns of Brooklyn, Flushing, and Manhattan, we’re one of metro New York’s largest insurance and financial services firms, bringing MassMutual’s strength and scope directly into our own neighborhoods. About Us:

Located in the heart of the Chinatowns of Brooklyn, Flushing, and Manhattan, MassMutual NYC began as three individual firms, each a community cornerstone in its own rig

ht. Our impact is made possible through the resources of Charter Oak Financial¹, the strength and stability of MassMutual, the deep experience of local leadership, and our advisors’ understanding of the community’s unique needs. Together, these elements create the expertise, scale, and infrastructure needed to deliver an enhanced client experience. Our Mission: to build authentic relationships that redefine possible. Our Vision: to become the most respected risk and wealth management firm in the markets we serve through the strength and quality of our advisor network.


¹ Charter Oak Financial is a regional firm of MassMutual, and is represented in the local Asian-American market by MassMutual NYC. Check out Charter Oak Financial's Profile:
https://www.linkedin.com/company/charter-oak-financial/

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/23/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial...
06/09/2026

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and I’m here to help.

People with strong financial foundations often don’t realize how much they stand to lose if they face illness or injury....
05/19/2026

People with strong financial foundations often don’t realize how much they stand to lose if they face illness or injury. Visit our blog to learn more about helping to protect your income.

May is Asian American Pacific Islander Heritage Month. We're proud to have one of MassMutual's largest Chinese-American ...
05/08/2026

May is Asian American Pacific Islander Heritage Month. We're proud to have one of MassMutual's largest Chinese-American presences right in our network, making this an especially relevant celebration.

As we honor the stories, and traditions of parents and grandparents in this community, we also look to the future: The next generation's financial needs and habits simply look different. Chinese-Americans need an in-culture, trusted resource to help protect and grow their wealth. And we're honored to be their choice to help them get there.



Contact me to schedule a conversation tailored to your needs, whether you’re updating beneficiaries and titling, reviewi...
04/21/2026

Contact me to schedule a conversation tailored to your needs, whether you’re updating beneficiaries and titling, reviewing wills and trusts, or discussing how to document your wishes.

From analyzing cash flow to planning for a child’s education and supporting aging parents, I can help you outline next s...
04/07/2026

From analyzing cash flow to planning for a child’s education and supporting aging parents, I can help you outline next steps that fit your priorities and timeline. Let's connect.

A thoughtful retirement strategy isn’t just about saving. Book a time to discuss how annuities and other financial tools...
03/31/2026

A thoughtful retirement strategy isn’t just about saving. Book a time to discuss how annuities and other financial tools can help you plan for lasting security.

Address

2 Mott Street Fl 9
New York, NY
10013

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12125154700

Website

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