Impacted by wildfires or winter weather? Whether you have a business that's been affected or your personal home and assets are damaged, know that you have a team of people to support you. Find resources here.
Marsh McLennan Agency offers you financial education because we understand that financial stress impacts more than just your finances.
Our team of financial professionals presents topics that matter to your future, including market performance, pre-tax versus Roth, diversification, planning for retirement, and more. Financial stress shouldn’t be something to worry about when you have Marsh McLennan Agency’s team of professionals and educational tools at your fingertips.
We offer webinars on various financial well-being topics relevant to the current economic environment. These webinars are hosted across the organization by financial coaches with varying backgrounds and areas of expertise. Join these live webinars to engage with our coaches and ask questions.
You want financial education that is easy to digest. We understand your schedule is busy, but fitting in time for your financial security is important. With Marsh McLennan Agency’s on-demand financial education, you can browse our content library and watch anytime. During our sessions, financial coaches cover various financial topics to help you reach your financial goals.
Our skilled thought leaders provide relative and useful content from various sources to help get you the best information regarding your financial well-being.
Click here to view our Form ADV Part 2A Brochure for Services to Employer-Sponsored Retirement Plans.
Click here to view our Form ADV Part 2A Brochure for MMA Prosper WiseSM Services.
Click here to view our Form ADV Part 2A Brochure for Personalized Advisory Services.
We are providing this information to you in our capacity as financial professionals with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.
Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh & McLennan Agency LLC is not obligated to provide updates on the information presented herein. This website is solely for informational purposes.
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment adviser with its main office at 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Investment advisory services additionally offered through MMA Asset Management LLC, a federally registered investment adviser with its home office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone; (610) 684-3200. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, MMA Securities LLC, and MMA Asset Management LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a registered investment adviser through MMA Securities. Certain of the investment adviser representatives of both MMA Securities and MMA Asset Management LLC are additionally registered representatives of MMA Securities.
A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. Advisory services are only offered to clients or prospective clients where MMA Securities and/or MMA Asset Management, and its representatives, are properly licensed or are exempt from licensure. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place.
d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131.
Copyright © 2023 Marsh & McLennan Agency LLC. All rights reserved.
