Personalized Guidance. National Reach.

As a proud member of the MassMutual family and a strategic partner of Identiti Financial, Fifth Avenue Financial brings a high-touch, relationship-driven approach to financial planning. Based in midtown Manhattan and serving clients nationwide, they specialize in helping individuals and business owners navigate major life milestones—from retirement planning to business transitions. Their strength lies in delivering personalized strategies and coordinated solutions for even the most complex financial challenges.

A Legacy of Protection and Financial Strength

As a strategic partner of Identiti Financial, MassMutual brings over 170 years of experience helping individuals and families protect what matters most, plan for the future, and achieve lasting financial freedom. As a mutual company, they prioritize client needs over shareholders—delivering consistent dividends, innovative financial products, and exceptional strength. MassMutual's dedication to diversity and inclusion further strengthens their ability to serve a broad range of clients with insight and care.

Global Expertise. Shared Commitment.

As a strategic partner of Identiti Financial, Russell Investments enhances our ability to deliver comprehensive investment solutions to our clients. With a global reputation in asset management and investment consulting, Russell brings cutting-edge portfolio strategies and a results-driven approach. Their focus on improving financial security and achieving meaningful client outcomes perfectly aligns with our mission, making them an essential part of the Identiti Financial ecosystem.