Msi Financial Services, Inc.
Msi Financial Services, Inc. (CRD# 14251) is a financial advisory firm headquartered in Springfield, MA. They manage $13,803,739,189 in 105,831 accounts and serve the financial needs of clients across 49 states (or territories).
Total Assets Under Management13,804MILLION
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Paul Montefiore (CRD# 5570332) is an Investment Advisor Representative working at Metlife Securities Inc. in Newtown Square, PA and has over 7 years of experience in the finance industry.
Micah Moscovis (CRD# 4807670) is an Investment Advisor Representative working at Metlife Securities Inc. in Lafayette, LA and has over 11 years of experience in the finance industry.
Micah Moscovis is a charterholder of the ChFC® and ChSNC™ which are issued by The American College of Financial Services in Bryn Mawr, Pennsylvania. Micah Moscovis is qualified to prepare comprehensive financial plans.
Micah Moscovis is a tireless advocate for people with disabilities. In addition to helping individuals and families that are affected by a disabilty plan for a secure financial future, he also educates local and state policymakers of the value of people with disabilites and the challenges of disabilities that can be mitigated by public assistance. Micah Moscovis feels strongly that a person with a disabilty flourishes when that person has family and community support. Disabilities are a natural part of life and people affected by those disabilities should be valued members of society.
Jonathan McKinzie (CRD# 5954282) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Camp Hill, PA and has over 5 years of experience in the finance industry.
Charlie Sottoriva (CRD# 6091863) is a Wealth Management Advisor/ Investment Advisor Representative working at MMLIS Financial Services, Inc. in Saint Louis, MO and has over 6 years of experience in the finance industry.
Brad Valois (CRD# 5918311) is a Financial Advisor affiliated with Baystate Financial and Baystate Wealth Management located in Rhode Island. He has over 5 years of experience in the securities and insurance industry. He is also enrolled in the Certified Financial Planner canidate program at Bryant University.
When it comes to finding financial advice, you need wisdom and guidance. Most importantly, you want to ensure the advice you receive will address your greatest financial needs Now and in the Future. There are 8 common issues that affect every client at some time in their lives:
1) Investment Management 2) Cash Flow and Debt Management 3) Family Risk Management 4) Retirement Planning 5) Education Planning 6) Legacy and Estate Planning 7) Business Planning 8) Special Situations
Through Baystate Financial, I am provided the support and resources of a top tier firm to help you systematically address each of these key areas and tailor a plan to your unique needs. Most families are initially vulnerable in 2-3 of these issues. To begin, we meet and eliminate the issues that do not apply to you and prioritize the remaining issues according to your individual needs. Then, together we can develop a consistent and disciplined approach that encompasses:
1) Thorough and unbiased financial blueprint
2) Product and Account solutions
3) Benchmarks for monitoring progress relative to your goal.
4) Periodic review because life is constantly evolving and family dynamics change which may prompt updates to your plan. The result is an ongoing client experience that is comprehensive, customized and flexible.
Securities, investment advisory services and financial planning offered through MSI Financial Services, Inc. (member SIPC) and a registered investment advisor. Supervisory office: 200 Clarendon St., 19th & 25th Floors, Boston, MA 02116; Ph: 617-585-4500. Baystate Financial is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies. Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.
Member FINRA / SIPC
Carlton Anderson (CRD# 2946790) is an Investment Advisor Representative working at Metlife Securities Inc. in Stamford, CT and has over 20years of experience in the finance industry.
Robert Berman (CRD# 5499720) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Boston, MA and has over 10 years of experience in the finance industry.