Barilotti Wealth Strategies LLC
Financial Services - Philadelphia, PA, US
Barilotti Wealth Strategies LLC Employees
Barilotti Wealth Strategies LLC Senior Management
Barilotti Wealth Strategies LLC Details
At Barilotti Wealth Strategies LLC, family is not a metaphor; it's the way we do business. We pride ourselves in being Financial Services Professionals that can provide professional, objective guidance while offering personal attention. In addition, Christy Barilotti Certified Financial Planner, and Financial Adviser with Eagle Strategies LLC offers investment advisory services to help clients crystallize their objectives and implement a plan for wealth preservation, growth and succession. Let us coordinate your financial affairs so you can focus on your family or business. Christy Barilotti, Dina Hartnett and Alexander Snyman are agents collectively licensed to sell insurance through New York Life Insurance Company. Please note, while we are not license in all jurisdictions.Christy Barilotti, Dina Hartnett and Alexander Snyman are also Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Christy Barilotti, Dina Hartnett and Alexander Snyman, collectively, are also separately registered as investment adviser representatives with Eagle Strategies LLC, A Registered Investment Adviser, offering investment advisory services.Christy Barilotti (CA Ins. Lic.#0E98265), Dina Hartnett (CA Ins. Lic.#0I22854) and Alexander Snyman are not licensed in all jurisdictions. Barilotti Wealth Strategies does not offer tax, legal or accounting advice.Barilotti Wealth Strategies LLC 1819 John F. Kennedy Blvd, Suite 301, Philadelphia, PA 19103, is not owned or operated by NYLIFE Securities or its affiliates A Licensed Insurance Agency 555 E. City Ave., Suite 800, Bala Cynwyd, PA 19004. (610) 660-7600.
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