Miceli Financial Partners was formed to help meet your needs from simple to complex

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Miceli Financial Partners... Great People, Great Solutions.

Miceli Financial Partners Wealth Management and Insurance Services (Miceli Financial Partners) was formed to help meet your needs from simple to complex. As a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), we have access to a wide array of insurance products and services. We offer securities products through MML Investors Services, Inc., Mass Mutual’s broker dealer affiliate. We can also deliver financial planning and advice through knowledgeable, credentialed associates with both technical expertise and life experience. If you wish, you can purchase this advice without obligation to buy financial products, so you know you’ll get advice that’s objective. For our high net worth clients, we have a sophisticated, internet based wealth management program that helps you see your entire portfolio and estate situation at a glance, and is tied to your financial plan.

Whether your needs are limited to a single financial product, or a comprehensive plan, we invite you to explore further. We think you’ll find that at Miceli Financial Partners, we do what some others only talk about.

» Licensing

Financial plans and investment advisory services are offered through qualified Financial Planners of MML Investors Services, Inc. Member SIPC only.
Not all representatives with Miceli Financial Partners are qualified for financial planning services.

Securities offered through registered representatives of MML Investors Services, Inc. Member SIPC
(101 Metro Drive, Suite 550 San Jose, CA 95110 (408) 286-4010).

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.