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MassMutual Piedmont Triad

Whether it’s retirement planning, employee benefits, wealth accumulation, asset protection or planning for long term care that you’re looking for, we provide a thorough understanding and flexible approach to all our clients. Our firm places emphasis on building and maintaining satisfying business relationships and making every effort to exceed client expectations.

Richard E. Rose, III, General Agent

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Who We Are

Since 1890, MassMutual Piedmont Triad has provided sophisticated estate, business and investment planning services. Today, we are one of the oldest and largest financial services firms in North Carolina, with over 26,000 clients1 from across the country and over $1 billion2 in client policy and account values. Our clients are informed decision makers with well-defined strategies, which helps enable them to achieve their financial goals and objectives.

How We Can Help

At MassMutual Piedmont Triad, you’ll find knowledgeable, highly trained professionals focused daily on the latest developments in financial markets. Our financial advisors are supported by a team of tax, estate and investment specialists, adding depth of experience and knowledge. Strategies are strengthened through our access to the most up-to-date information on legislation, taxation, products and the economy. We also maintain a proactive relationship with other professional advisors, including attorneys and CPAs to ensure a cohesive approach and maximize effectiveness. Once a solid financial profile has been developed with the client, we have the ability and resources to implement these financial strategies.

Our Commitment

To Our Clients
Our primary objective is to help you achieve financial freedom in a complex and constantly changing world. Our team of professionals, with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits, is here to take you through a thorough audit of your present financial situation to give you an accurate picture of where you stand. We listen to gain a strong understanding of your personal goals for you, your family and your business. Only then do we match a diverse array of products to help meet your specific needs. To you, we pledge our knowledge, expertise, resources and dedication to integrity in all we do.

1 An insured, owner or payer of a Massachusetts Mutual Life Insurance Company (MassMutual) policy or contract (as of 12/31/13).

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.

MassMutual Financial Group 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.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.


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© 2014 Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001. All rights reserved.