Carl Wallin

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Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Education

MSUM (2011-2014)

Hobbies

Exercising
Reading
Traveling
Learning
Camping
Philosophy
Investing

Focus Areas

Insurance Strategies
Investment Strategies (Reg. Reps Only)
Business Owners
Group Benefits
College Funding Strategies
Risk Management Strategies
Business Succession Planning
Retirement Income Planning

Languages

English

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 100 South 5^th Street, Suite 2300, Minneapolis, MN 55402; Phone: 612-333-1413.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.

Individual Accounts

Business