
Simon Leonardemail
20 Congress Street
Marshfield, MA 02050
Professional Story
Preparing for the next step in life isn’t always easy.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.
Education
University of Birmingham, UK (1994-1998)
BSc Medical BiochemistryHobbies
Home Brewing
running and biking with my kidsCommunity Involvement
High School Field hockey Coach
Languages:
- English
Specialties:
- Insurance Strategies
- Student Loan Refinancing
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Business Succession Planning
- College Funding Strategies
- Financial Education
- Estate Planning
- Group Benefits
- AofFP
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
- Commonbond You are now leaving MassMutual's website and will be redirected to an advisor's website.Get a preferred interest rate for student loan refinancing.
Check the background of this investment professional on FINRA’s BrokerCheck
See Simon’s Licenses and DisclosuresConnect with Simon
*Fields are required
By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.