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Philadelphia Financial Planner and Advisor: Barilotti Wealth Strategies, LLC

 

Barilotti Wealth Strategies, LLC is one of Philadelphia's premier financial advising firms focused on Individuals, Families and Businesses.Philadelphia Skyline

 

Barilotti Wealth Strategies is founded on building trust through strong family values and long lasting friendships. We pride ourselves in being CERTIFIED FINANCIAL PLANNERTMProfessionals that can provide professional, objective guidance while offering personal attention. We work with people who like to grow and succeed. We coordinate your financial plans so you can focus on your family and business. 

“The longer I am in this business the more my clients become like family.”

                                                                            -Christy Barilotti, CFP® professional

 

 

Christy Barilotti and Lauri Graziano are Registered Representatives of, and collectively offer securities products & services through, NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of GA, TX, VA, NC, PA, NJ, DE, MD, NY, FL, MI, CA . No offers may be made or accepted from any resident outside the specific states referenced.

Christy Barilotti is also separately registered as an investment adviser representative with Eagle Strategies LLC., a Registered Investment Adviser, offering advisory services in the states of CA, DE, FL, GA, MD, NJ, NY, PA and VA. As such, these services are strictly intended for individuals residing in the specific states referenced.

Christy Barilotti is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Ins. Lic.# 0E98265), AZ, DE, DC, FL, GA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA. No insurance business may be conducted outside this/these states referenced.

Dina Barilotti is an agent of New York Life Insurance Company and licensed to sell insurance in the states of PA, NJ, VA and MD. No insurance business may be conducted by Dina outside the states referenced. Barilotti Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates. Barilotti Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Neither Barilotti Wealth Strategies, LLC, its employees, nor Eagle Strategies LLC, or its subsidiaries and affiliates, offers/provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.

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