Fifth Avenue Financial | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Fifth Avenue Financial

Team Bitscale

24 Feb 2026 — 1 min read

Fifth Avenue Financial

Overview

The largest general agency within the MassMutual family, this firm is based in midtown Manhattan, New York City. Founded in 2009, it specializes in comprehensive financial services, including insurance, investment solutions, retirement planning, estate planning, and risk management. With a team of financial professionals, it serves high-net-worth individuals, business owners, and families across the United States, helping them navigate significant life events.

A full portfolio of services is available, such as life insurance, disability income insurance, retirement income planning, and estate planning. Investment strategies are provided through access to various securities, as well as executive benefits planning and risk management for businesses. The firm emphasizes diversity and innovative products, leveraging MassMutual's financial strength to help clients achieve their financial goals, including wealth preservation and a comfortable retirement.

Basic Information

Industry	financial services
Founded	2009
Revenue	24.1M
Headquarters	90 Park Ave, 17th Floor, New York, NY 10016-1302, United States
Languages	English

Contact Details

Phone: +1 212-536-6000
Website: fifthavenuefinancial.com
LinkedIn: linkedin.com/company/fifth-avenue-financial

Key Focus Areas & Initiatives

executive benefits planning
life insurance
disability income insurance
estate planning
wealth preservation
b2c
business overhead expense insurance
business exit planning
investment portfolio
estate tax reduction
consulting
services
estate transfer
retirement income solutions
insurance
disability insurance
insurance solutions
annuities
hybrid long-term care policies
retirement strategies
asset management
wealth protection
tax planning
personalized strategies
financial planning
other financial investment activities
family wealth transfer
financial goals
key person insurance
executive bonus plans
wealth management
client-centered approach
buy-sell agreements
non-qualified deferred compensation
financial security
financial advice
retirement planning
tax mitigation
risk management
investment strategies
business succession
insurance products
financial guidance
financial services
long-term care insurance
business insurance
b2b
finance
law practice
legal services
investment management

Technologies Used

Microsoft Office 365

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