Bilal Investments Inc.

What Bilal Investments Inc. does

Bilal Group LLC is a privately held, New York-domiciled independent financial advisory firm headquartered at 120 White Plains Road, Suite 601, Tarrytown, NY. The firm operates as an independent insurance agency and investment advisory practice serving professionals and their families as well as small-to-mid-sized business owners across 13–14 U.S. states (insurance licensed in CA, CT, DC, FL, GA, IL, LA, MA, MD, NC, NJ, NY, PA; securities registered in CA, CT, DC, FL, GA, LA, NJ, NY, OH, PA, SC, TX, VA). Services are delivered through licensed Financial Professionals via a four-step process (Analyze, Recommend, Implement, Review) and include wealth accumulation, wealth protection, retirement planning, estate planning, and business planning. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, a MassMutual subsidiary; Bilal Group LLC is not an affiliate or subsidiary of MML Investors Services.

Name

Bilal Investments Inc.

Legal name

Bilal Group LLC

Website

https://bilalgroupllc.com

Company type

Private

Founded year

1992

Operating status

Operating

Short description

Bilal Group LLC is a Tarrytown, NY-based independent financial advisory firm delivering wealth management, insurance, and investment products to professionals, families, and small business owners across 13+ U.S. states via licensed representatives affiliated with MML Investors Services (MassMutual).

Ownership category

akta.pro rank

Headquarters

HQ city

Tarrytown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Product Sales: Commissions earned from the sale of insurance products including life insurance, disability income insurance, long term care insurance, and annuities. Products are offered through a network of provider resources and include both term and permanent life insurance options.
2. Investment Advisory Services: Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Revenue includes advisory fees and commissions on investment products such as mutual funds, IRAs, and 529 college savings plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Bilal Group LLC is a financial advisory firm providing wealth management strategies across five core areas: Wealth Accumulation, Wealth Protection, Retirement Planning, Estate Planning, and Business Planning. The firm delivers insurance products (life, disability income, long-term care, annuities), investment products (mutual funds, IRAs, 529 plans, stocks, bonds), and trust services to professionals, families, and business owners through licensed financial professionals. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC.

Product overview

Bilal Group LLC operates as a comprehensive financial advisory firm offering a unified portfolio of wealth management services. The core offering centers on Wealth Management Strategies encompassing five key areas: Wealth Accumulation, Wealth Protection, Retirement Planning, Estate Planning, and Business Planning. The company provides individual products including 529 College Savings Plans, Annuities (Immediate and Deferred), Disability Income Insurance, Individual Retirement Accounts (Traditional, Roth, ESA, SIMPLE), Investments (stocks, bonds, mutual funds), Life Insurance (Term, Whole, Universal, Variable, Survivorship), Long Term Care Insurance, Mutual Funds, and Trust Services. For business clients, the firm offers Employee Benefits programs, Retirement Planning, Succession Planning, and Financial Management services. The company also provides educational tools including Financial Calculators, educational articles, newsletters, videos, and flipbooks. Securities and investment advisory services are offered through MML Investors Services, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Insurance Life insurance products including Term Life, Whole Life, Universal Life, Variable Universal Life, and Survivorship Life insurance for financial protection and estate planning. Targeted at individuals, families, and business owners.
• Annuities Insurance contracts providing guaranteed income streams for life or specified periods, available as immediate or deferred options with fixed or variable configurations. For individuals planning retirement income.
• Disability Income Insurance Individual disability income insurance policies that supplement group coverage, providing portable protection against income loss due to extended illness or injury. For working professionals and business owners.
• Long Term Care Insurance Insurance coverage for extended care services including assistance with Activities of Daily Living (ADLs) such as bathing, continence, dressing, eating, transferring, and toileting. For individuals and business owners.
• Individual Retirement Account (IRA) Tax-deferred personal retirement savings accounts including Traditional IRA, Roth IRA, Coverdell Education Savings Account (ESA), and SIMPLE IRA options. For individuals planning retirement.
• Investments Investment advisory services covering stocks, bonds, short-term/cash-equivalent instruments, and portfolio management aligned with client risk tolerance and financial goals. Offered through MML Investors Services, LLC.
• Mutual Funds Professionally managed investment portfolios pooling investor capital across stocks, bonds, and other securities to meet common financial objectives with built-in diversification. For individual investors.
• 529 College Savings Plans Tax-advantaged education savings plans allowing contributions to grow tax-deferred for qualified college expenses including tuition, room, board, fees, books, and equipment. For families saving for education.
• Trust Services Fiduciary trust arrangements including investment management, periodic reporting, tax reporting, cash management, and asset distribution for estate and wealth transfer planning. For individuals and families with estate planning needs.
• Wealth Management Strategies Comprehensive wealth management services specializing in Wealth Accumulation, Wealth Protection, Retirement Planning, Estate Planning, and Business Planning through a four-step process of analyzing, recommending, implementing, and reviewing client strategies. For individuals, families, and business owners.
• Employee Benefits Business employee benefit programs including annuities for retirement, disability income insurance, executive benefit programs, group life insurance, and long-term care insurance. For business owners and employers.
• Succession Planning Business succession planning services using disability Buy-Sell policies and life insurance to ensure orderly business transitions. For business owners planning exit or transition.
• Protect Your Business Business protection strategies covering disability Buy-Sell policies, life insurance for key employees, and long-term care insurance for business owners. For small to mid-sized business owners.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• MML Investors Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, a subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual). The firm operates as an independent agency affiliated with MassMutual's distribution network.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edward Jones: National advisory firm serving individuals and small business owners with a focus on retirement, education savings, and insurance needs via a large branch-based advisor network. Comparable horizontal segmentation to Bilal Group (households + business owners) and similar advisor-led, locally-rooted GTM.
• Ameriprise Financial: Wealth management and advice firm offering retirement planning, insurance, annuities, and investments through a national advisor force. Direct comparability on the multi-pillar wealth model (accumulation, protection, retirement, estate) and on the use of independent contractor advisors.
• Northwestern Mutual: Large-scale financial services firm offering a comparable mix of life insurance, disability income, long-term care, investment products, and financial planning through a captive advisor network. Directly comparable to Bilal Group as a parallel captive-distribution model anchored in insurance and wealth management, but operating at vastly greater national scale.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors with insurance, investment, and advisory solutions. Closely comparable to the role MML Investors Services plays for Bilal Group, but at a materially larger scale and with a broader product shelf.
• New York Life Insurance Company: Mutual life insurer and wealth manager selling whole life, term life, long-term care, annuities, and retirement planning through a captive agent force in the same Northeast corridor. Comparable to Bilal Group in product breadth and advisor-led delivery, with broader brand recognition and proprietary products.
• Wells Fargo Advisors: Wirehouse broker-dealer providing investment advisory, retirement, and insurance solutions through a national branch network. Comparable on product breadth and target households/business owners, but operates under a bank-affiliated model with much larger scale and brand reach.

Others

• MassMutual (Massachusetts Mutual Life Insurance Company): Parent-affiliate of MML Investors Services, LLC, through which Bilal Group delivers all securities and investment advisory services. Closely tied to the firm operationally — same product shelf, same compensation grid — and the most direct structural peer for product and distribution model.

Emerging players

• Cambridge Investment Research: Independent broker-dealer serving financial advisors with insurance, investment, and wealth management solutions. Comparable to the MML Investors Services relationship Bilal Group uses — many of its advisors run similarly structured practices serving households and small business owners.
• Cetera Advisor Networks: Independent broker-dealer supporting hundreds of financial advisors with investment, insurance, and advisory product access. Comparable as a host platform for advisors selling life insurance, annuities, and securities; mirrors the kind of multi-state, multi-product distribution ecosystem Bilal Group relies on.

Regional players

• Northwestern Mutual - local Tarrytown/Westchester agencies: Local Northwestern Mutual advisor offices in the same Westchester/lower Hudson Valley market as Bilal Group. Most direct head-to-head competitors in the same geography, selling the same insurance and investment product categories to the same professional and business-owner segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/BilalGroupllc
• LinkedInlinkedin.com/in/s-hassan-bilal-67b65a21

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bilal Investments Inc.