Broker Check

Services

How We Work

The financial management process at Barberio & Rich Financial Services begins with taking comprehensive data to develop an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals using state-of-the-art programs designed to assist you in reaching your goals and objectives.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage combined with the appropriate legal documents. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Here is a partial list of some of the services we offer:

  1. Risk Management
  2. Retirement Planning
  3. College Funding
  4. Tax Advantaged Planning
  5. Investment Planning (**)
  6. Executive Benefits for Key Employees
  7. Employee Group Benefits
  8. Estate Conservation & Wealth Replacement
  9. Long Term Health Concerns
  10. Charitable Planning


(**) Investment Advisory services offered exclusively through HTK by an Investment Adviser Representative.

 

Many of the areas listed above include securities and/or advisory services. Securities and advisory services offered through Hornor, Townsend & Kent, Inc. by properly licensed representatives. Member FINRA/SIPC - 110 Fieldcrest Avenue, Edison, NJ 08837 - (732) 225-0777 - Barberio & Rich Financial Services is independent of HTK

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Info@BarberioAndRichFS.com | (609) 926-3100