MassMutual Carolinas - Charlotte, North Carolina

MassMutual Carolinas: A Comprehensive Overview

For individuals and families seeking comprehensive financial security and peace of mind, MassMutual Carolinas presents a robust and established option. Located at 4350 Congress St UNIT 300, Charlotte, NC 28209, United States, and easily accessible via Phone: 7045579600, this office serves as a vital hub for a wide range of financial planner services. The website, Website: carolinas.massmutual.com, offers valuable resources and insights for prospective clients.

MassMutual Carolinas operates as an Insurance agency and a dedicated Investment service provider, specializing in life insurance, annuities, and investment products. Their core competency lies in crafting tailored strategies to meet diverse financial goals, encompassing retirement planning, estate planning, and risk management. They are a subsidiary of MassMutual, a Fortune 1000 company renowned for its stability and long-standing commitment to its clients. The Charlotte office specifically concentrates on providing localized expertise and personalized attention to the community.

Specialties: MassMutual Carolinas offers a multifaceted suite of services, including:

• Financial Planning: They provide in-depth financial assessments to help clients understand their current situation and develop a roadmap for the future.
• Insurance Agency: A cornerstone of their business, they offer a variety of insurance products, notably life insurance, which provides crucial protection for families and loved ones.
• Investment Service: Clients gain access to a portfolio of investment options, carefully selected to align with their risk tolerance and financial objectives.
• Life Insurance Agency: Dedicated to providing robust life insurance solutions, ensuring financial security for beneficiaries.

Points of Interest: Recognizing the importance of accessibility, MassMutual Carolinas has implemented several features to cater to a broader audience. These include a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring convenient access for all visitors. For those requiring assistance, a wheelchair-accessible toilet is also available. Appointments are recommended to guarantee personalized attention and allow sufficient time for comprehensive discussions. They also offer standard toilet facilities.

Opinions: Currently, MassMutual Carolinas has 2 reviews on Google My Business. However, the average opinion is a concerning 1/5. While this is a significant area for improvement, the company’s commitment to client service remains a key focus. It is crucial for prospective clients to conduct thorough due diligence and perhaps seek independent verification of client experiences.

Further Information:
The team at MassMutual Carolinas are dedicated to building long-term relationships based on trust and transparency. They prioritize understanding each client's unique circumstances and developing strategies that align with their individual needs. The office is staffed with experienced professionals who possess a deep understanding of the financial landscape.

Key Considerations:
Given the current average review score, potential clients should carefully consider this feedback. It's advisable to schedule a consultation to discuss their concerns and assess the firm’s approach to client service.

Contact Details:
Address: 4350 Congress St UNIT 300, Charlotte, NC 28209, United States.
Phone: 7045579600
Website: carolinas.massmutual.com

👍 Reviews of MassMutual Carolinas

Stacy W.

1/5

I am a current customer. Terrible. Poor communication, inconsistant, conflicting information between calling them and the emails they wrote to me. Then they ghosted me and withdrew $300+ from my account with no notice. If I wasn't already 4yrs paid into this life insurance, I would cancel it all. 😤
They responded 5 days ago. No one has called me. Liars!

Mel

1/5

Pathetic excuse for an insurance agent. 32 years I've held a policy here and can't get a return phone call. Attitudes like this start at the top....