Two Distinguished Firms Merge to Meet Rising Demand for Sound Financial Advice

08/01/2017

 

MassMutual Greater Phoenix Well-Positioned to Help More Community Members Achieve Their Financial Goals

MassMutual Southwest-Pacific and MassMutual Phoenix have joined forces to form MassMutual Greater Phoenix, a fast-growing and comprehensive financial planning firm focusing on helping clients achieve their financial goals.

MassMutual Greater Phoenix, a general agency of Massachusetts Mutual Life Insurance Company, is committed to providing extraordinary financial services and products to individuals, families, and business owners. The firm, led by co-General Agents Brett Bargery and Victor Goldman, is headquartered in Tempe and has offices throughout the Valley in Phoenix and Tucson, Arizona and Albuquerque, New Mexico.

"This merger presents an enormous opportunity for both advisors and clients,” explains Victor Goldman, co-General Agent.  “With access to shared resources, including highly specialized professionals with legal, tax, investment and insurance expertise, our advisors can help make a positive difference in even more clients lives.”

The firm has expanded through this merger to just under 100 advisors and 33 staff members serving nearly six thousand clients([1]) representing over $1.1 billion of assets serviced([2]) .

"We believe each of our clients deserves the very best the financial services industry has to offer," explained Bargery. "We offer a unique, team approach that provides sophisticated wealth management and insurance solutions designed to help clients achieve a lifetime of financial well-being."

This merger also better positions the firm to continue its passion of improving lives by giving back to the local communities and supporting a number of causes including Save the Family, Fresh Start Women’s Foundation, Phoenix Suns Charities 88, and Making Strides Against Breast Cancer.

If you would like to learn more about MassMutual Greater Phoenix, please contact Marisa Flores at 602.833.3060.

 

([1]) An insured, owner, or payer of a MassMutual policy or contract.

([2]) Includes values of MassMutual and subsidiary insurance companies' insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member of SIPC. Supervisory address:  11001 N Black Canyon Highway, Suite 190, Phoenix, AZ 85029. Phone: 602.833.3100.

 

MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual. 

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