1847Financial - Barrett (Formerly known as Primary Financial)

1847Financial is a financial services firm that traces its roots back to 1847. It operates as a general agency of The Penn Mutual Life Insurance Company, providing a wide array of services through its network of financial professionals. The firm focuses on a holistic approach to financial planning, encompassing wealth management, retirement planning, insurance solutions, and business planning. The "Barrett" in the name refers to a specific practice group within the firm, formerly known as Primary Financial, which integrated into the 1847Financial brand.