Barbara Narciso

relationship manager at Bedrock Wealth Strategies - New York, NY, US

Barbara Narciso's Colleagues at Bedrock Wealth Strategies
Isaac CEPA

CEO & Founder - Wealth Management Advisor

Contact Isaac CEPA

Louis Bellantoni

Financial Planner, Financial Services Executive

Contact Louis Bellantoni

Isaac Cohen

CEO & Founder - Wealth Management Advisor

Contact Isaac Cohen

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Barbara Narciso's Contact Details
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Bedrock Wealth Strategies
Barbara Narciso's Company Details
Bedrock Wealth Strategies logo, Bedrock Wealth Strategies contact details

Bedrock Wealth Strategies

New York, NY, US • 5 - 9 Employees
Financial Services

Our mission is to provide confidence, peace of mind and financial security through exemplary personal care. Offering the highest quality client service, personalized strategies, investments, and insurance, we strive to exceed expectations. Thinking only of our clients' best interest, we maintain the highest level of loyalty and integrity, earning our clients' trust and respect. All this to satisfy our overriding purpose: to be a trusted resource for the financial well-being of the people we serve.A SOLID PLAN IS A SOLID FUTURE.A well thought out financial plan opens up life's very possibilities. From securing your every-day needs to making your education, growth, and enjoyment possible, a solid plan offers stability and opportunity. As your financial advisors, we help you build a rock-solid plan for your finances.By exploring situations you haven't considered, we delve deep into your financial plan. We crystallize your goals and aspirations and then work together to make them a reality. The prime goal; to be doing what you enjoy, supporting the people you love most, focusing on your business and leaving a legacy that inspires warm memories and gratitude.Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Bed Rock Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484. Phone 203 513 6000.

Fee Based Financial Planning Wealth Management Business Benefits Planning Insurance Planning Executive Benefits Qualified Plans Deferred Compensation Employee Retention
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Frequently Asked Questions about Barbara Narciso
Barbara Narciso currently works for Bedrock Wealth Strategies.
Barbara Narciso's role at Bedrock Wealth Strategies is relationship manager.
Barbara Narciso's email address is ***@bedrockwealthstrategies.com. To view Barbara Narciso's full email address, please signup to ConnectPlex.
Barbara Narciso works in the Financial Services industry.
Barbara Narciso's colleagues at Bedrock Wealth Strategies are Isaac CEPA, Barbara Wright, Louis Bellantoni, Clara Cohen, Isaac Cohen, Xhulia Grishaj and others.
Barbara Narciso's phone number is ["+19145883670"]
See more information about Barbara Narciso