MassMutual financial professional.

Simon Leonardemail

Marshfield Satellite Office - Congress Street

20 Congress Street
Marshfield, MA 02050

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  • 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 Biochemistry

    Hobbies

    Home Brewing
    running and biking with my kids

    Community 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

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

See Simon’s Licenses and Disclosures

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