Local Financial Service Firm Bucks “Next Big Thing” Trend

01/15/2018

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.

 

“MassMutual Greater Philadelphia is a new name for us, but an old name in the world of financial security,” explains Metkiff.  “We still have the same great financial services professionals and the same great service we’ve always had, but with the infusion of strength and wisdom that has been developed over nearly two centuries.”

 

MassMutual Greater Philadelphia which, was established in 1886 now serves over 39,000 clients1 with more than $1.56 billion in assets serviced2. MassMutual Greater Philadelphia is headquartered in Bala Cynwyd, PA with offices throughout the region in Delaware, New Jersey, and Pennsylvania.

 

About MassMutual Greater Philadelphia

 

MassMutual Greater Philadelphia is home to expert financial coaches that provide thoughtful, thorough strategies and products that help their clients work towards goals in order to live their best lives. MassMutual Greater Philadelphia believes financial planning and management is becoming increasingly complex, and playing the game to win requires a team of people who love it and live it every day. The agency has maintained a track record of accomplishments and success for over 130 years.

 

For more information, visit www.GreaterPhiladelphia.MassMutual.com or follow MassMutual Greater Philadelphia on FacebookTwitter and LinkedIn.

 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: 6106609922.

 

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.

 

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.

 

CRN202001-223675