Local Financial Service Firm Bucks “Next Big Thing” Trend
Swarthmore Financial Services Tightens its Affiliation with 168-Year Financial Powerhouse
New Castle, DE.– Swarthmore Financial Services today announced its bold step to eschew the Next Big Thing trend, by aligning with the 168 year old, Massachusetts Mutual Life Insurance (MassMutual).
Over the past several years, digital services ranging from robo-advisors to artificial intelligence, have been introduced to help improve consumers financial services. While these “next big thing” technologies help people become better organized and educated about matters influencing their ability to achieve their financial goals, Swarthmore Financial Services believes they are best paired with sound financial advice from a professional.
“Like my peers, I rely on technology for almost everything,” explains Chris Metkiff, the 34-year old leader of Swarthmore Financial Services. “But, when it comes to making financial decisions that can define one’s future, there’s no substitute for a face-to-face discussion with an expert,” he adds.
In an effort to ensure his firm can meet the increasing demand for personalized financial service in the region, Metkiff has made the strategic decision to align with MassMutual so it can leverage the 168-year-old company’s exceptional tools and resources to accelerate its growth. In doing so, the firm will operate under the name of its general agency, MassMutual Greater Philadelphia.
1 An insured, owner, or payer of a MassMutual policy or contract.
2 As of December 31, 2015. Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.