Investment Advisor Representative
Stacie Spielfogel has built a 25 year career with a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), helping client's prepare for tomorrow today. A Floridian by way of Manhattan, Stacie focuses in short and long-range financial planning for people at all stages of life. Her expertise includes but is not limited to: Life, Long-Term Care, Annuities and Disability Income Insurance; Education Funding Strategies, Investment and Retirement Planning and Personal Budget Guidance. Her clients range in age from 18 to 100, all of whom entrust Stacie to do one thing..help them protect themselves and their loved ones, with an eye toward a comfortable retirement.
Retirement planning is stressful. For this reason, Stacie walks hand-to hand with her clients with a light touch and listening ear.
After identifying their goals and concerns, Stacie builds a customized plan. These plans are generally comprised of financial and insurance vehicles, within and beyond the scope of MassMutual's product line. She will also partner with her clients’ current financial professionals to help develop a coordinated strategy.
After 25 years, Stacie has built a professional network which spans the industry. As a dedicated financial professional, Stacie remains on -call as needed, however, above all she values quality time with family. She lives in Boca Raton with her husband Gary and pup Ruby and enjoys frequent visits with her children, who now steward the legacy of financial literacy that Stacie's grandfather instilled in her when she was just a girl.
Stacie Spielfogel is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954)938-8800.
CA Insurance License #0D24662 | State of Domicile: FL
Stacie Spielfogel is licensed to sell insurance in: CA, FL, MD, ME, MI and PA and securities in CA, FL, NY and TX.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Stacie’s Licenses and Disclosures