Philip S. Barnes III, Financial Planner

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 inf

ormation 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

06/11/2026

The Education Department is streamlining the repayment process for defaulted student-loan borrowers. It will transition the debt resolution website into Federal Student Aid's main website. It's intended to make the repayment process for millions of defaulted borrowers easier to navigate.

06/09/2026

David Mills is the new chief executive of the nation’s largest and most problem-ridden power market. His experience as a Navy helicopter crewman should help.

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

06/07/2026

About one in five Americans age 65+ are still working, showing retirement often includes some continued employment. Many older workers shift to part-time roles, with a much higher share working reduced hours than those ages 55 to 64.

06/05/2026

A new Investopedia analysis shows the average cost of a comfortable retirement in every state, along with the savings needed to afford it.

06/04/2026

The gap between the market’s earnings yield and bond yields has narrowed, a measure that has at times predicted subpar stock returns.

06/02/2026

College-educated men lead the way among dads sacrificing hours at work for time at home.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/31/2026

Self-employment can be a powerful wealth builder, but self-employed entrepreneurs often sleepwalk into a retirement-readiness crisis.

05/29/2026

As AI agents master ex*****on, the real divide in the workplace is no longer between managers and employees — but between people who merely follow instructions and those who can navigate ambiguity, exercise judgment and own outcomes.

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20 Congress Street
Marshfield, MA
02050

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+17813191438

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