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    Philip Kaplan

    ChFC®, CLTC, CLU®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Philip

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    I have over 22 years experience in the insurance and financial services industry. I received a BA in Philosophy from Cornell University, where I was a member of Delta Kappa Epsilon fraternity. I live in Connecticut with my wife Lisa, daugher Emily and son Ethan.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Philip Kaplan CLU®, ChFC®, CLTC is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, Park 80 West, Plaza I, 250 Pehle Ave., Suite 405, Saddle Brook, NJ 07663, Tel: (973) 237-0100

    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. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Connecticut, New Jersey, New York, Florida, Massachusetts

    Philip Kaplan CLU®, ChFC®, CLTC, New York, NY

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