Philip S. Barnes III, Financial Planner

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Philip S. Barnes III, Financial Planner Get a quote and apply for Life insurance at https://coverpath.massmutual.com//?fg=Philip-Barnes-558689 I am a graduate of St. Member SIPC (www.sipc.org).

I am an established Financial Advisor with more than 15 years of financial advisory experience. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession. I understand that each client is an individual with unique financial circumstances and concerns and therefore I deliver information on a customized basis. As a client-centric advisor, I always strive to exceed client needs with focus, in-depth advice and a commitment to holistic solutions. Anselm College and live in Scituate, MA with my wife Aimee and my son Henry. I am licensed to sell insurance in AZ,CT,FL,MA,ME,NH,NY,RI,SC, and VT. I am licensed to sell securities in AZ,CA,CT,FL,MA,ME,NH,NY,RI,SC, and VT. I am a registered
representative and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500

10/18/2026

Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.

10/16/2026

Rental investors eye 2027 as apartment supply falls, but job growth, immigration and household formation could determine where rents go next.

10/15/2026

They call it Disney University. Here's how it prepares employees for success.

10/13/2026

Privacy, employee data and the demands of AI.

10/13/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

10/11/2026

For many retirees, the challenge isn’t saving enough—it’s feeling comfortable enough to spend what they’ve worked so hard to build.

10/09/2026

Artificial intelligence is reshaping the workplace and, according to a new survey from the TIAA, adding another layer to Americans’ retirement worries.

10/08/2026

Artificial intelligence is one of the hottest investment themes right now, but betting on AI is not that simple.

10/06/2026

The threat of AI may or may not be overhyped. The AI superintelligence doomsday scenarios could be overplayed. Yet there is something that may really kill you from using your computer. Here's what it is.

10/06/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

Address

20 Congress Street
Marshfield, MA
02050

Telephone

+17813191438

Website

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