Philip "Phil" Barnes, III

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Business Succession Planning, Retirement Income Planning, Risk Management Strategies, College Funding Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Education

    Saint Anselm College

    See Philip’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Philip

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    Marshfield Satellite Office - Congress Street

    Satellite Office

    20 Congress Street
    Marshfield, MA 02050

    CRN201912-180567