MassMutual financial professional.

Philip "Phil" Barnes, IIIemail

Marshfield Satellite Office - Congress Street

20 Congress Street
Marshfield, MA 02050

  • Professional Story

    Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

    Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.

    I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

    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

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Estate Planning
    • Business Succession Planning
    • Retirement Income Planning
    • Risk Management Strategies
    • College Funding Strategies

  • Online Services

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

See Philip’s Licenses and Disclosures

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