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Phyllis-Martin

Phyllis Martin, CPA*

Financial Advisor

Language Spoken

English

Degrees

pmartin@financialguide.com
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Bio

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Community Involvement

Strategic Partners/Affiliations

License

FINRA's Broker Check

N/A

Members Licences and Disclosures

Phyllis Martin CPA is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 3 Greenway Plaza, Suite 1500, Houston, TX 77046, Tel: (713) 402-3800 *Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Texas 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: Louisiana, Texas I am licensed to sell Securities Products in the following jurisdictions: Missouri, Texas Phyllis Martin CPA, Houston, TX Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

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    Check the background of this firm on FINRA’s BrokerCheck | CRN202606-4236369

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

    Securities and investment advisory services offered through qualified registered representative of MML Investor Services, LLC.
    Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046
    Phone 713-402-3800.

    Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.

    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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