Brian Barthold, ChFC

Private Wealth Advisor Years of Experience: 22 Years
Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054

As a Financial Planner, I am dedicated to learning about your personal goals. Everyone’s economic and life situation is unique, and I keep that in mind when providing planning advice. I believe that personalized service focused on your specific needs is essential in creating a clear road map of your financial plan.

Every client is in a different stage of their life, yours might be purchasing a first home, financing a child’s post-secondary education, or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and will work to highlight the appropriate strategies or products that best fit your goals from an independent, objective perspective.

Once your custom-tailored plan is in place, we will continue working together to review your achievements against your goals, ensuring you are on the right heading according to your objectives.

If you have any questions about your plan or about specific financial products or strategies, please contact me. I am more than happy to set up a time at your convenience to meet to review your needs and address any questions you may have.