Barilotti Wealth Strategies LLC

Barilotti Wealth Strategies LLC

Contact Us

1819 John F. Kennedy Blvd. Suite 301
Philadelphia, PA 19103
  • Office: 215.964.9863
  • Fax: 866.851.3398

  • E-mail address: christy@barilottiws.com
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Barilotti Wealth Strategies LLC

Barilotti Wealth Strategies LLC

Contact Us

1819 John F. Kennedy Blvd. Suite 301
Philadelphia, PA 19103
  • Office: 215.964.9863
  • Fax: 866.851.3398

  • E-mail address: christy@barilottiws.com
Facebook
 
  • NYL Promo
 
  • Home
  • About Us
    • Our Team
    • Eagle Strategies LLC
    • For Businesses
    • Our Process
    • For Advisors
    • About Our Firm
    • News & Press
    • Helpful Links
    • Our Location
    • Tell A Friend
    • The Nautilus Group®
    • For Individuals
    • Our Alliances
    • Video Learning Library
    • Calculators
    • Our Designations
    • Contact
    • Our Community
    • Client Center
    • Our Fees
    • Events
    • Get In Touch
    • Account Logins
    • Our Achievements
  • Products & Services
    • Our Products
  • Market Watch
    • Detailed Quote
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolio
  • Contact Us
 

Christy Barilotti (CA Insurance License #0E98265), Dina Hartnett (CA Insurance License #0I22854) and Alexander Snyman are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA, CO, DC, DE, FL, GA, MD, MI, NC, NJ, NY, OH, PA, SC, TN ,TX, VA. No insurance business may be conducted outside of these states referenced.

Christy Barilotti, Dina Hartnett and Alexander Snyman are Financial Advisers offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of AZ, CA, DE, FL, GA, MD, NJ, NY, PA, TX, TN, VA. As such, these services are strictly intended for individuals residing in the states referenced.

Christy Barilotti, Dina Hartnett and Alexander Snyman are Registered Representatives of and offer securities products and 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 AZ, CA, DC, DE, FL, GA, IL, MD, MI, NJ, NY, PA, TX, WA, VA. No offers may be made or accepted from any resident outside the specific states referenced.

Barilotti Wealth Strategies, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Barilotti Wealth Strategies LLC or its staff, nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Only Christy, Dina and Alex can perform Financial Planning Investment Planning, Wealth Management and Investment Advisory Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Retirement Planning CounselorSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

The ChFC® is the property of the American College, which reserves sole rights to its use, and is used by permission.

*2017 Women's Leadership Award criteria:
- Female applicants must be headquartered in the Greater Philadelphia area (inclusive of South New Jersey and Delaware) - Companies must generate a minimum of $1 million in annual revenue
Female CEO applicants must hold one of the following roles for at least one year: Chairman, CEO, President (owner), Owner, Founder, Co-Founder, etc.
- Female executive applicants must hold a C-level leadership role in their company (President (non-owner), Executive Director, COO, CFO, CMO, etc.) for at least one year
- Applicants must demonstrate specific, tangible contributions to the growth of their companies and their communities through high-level leadership, philanthropy and mentorship
- More information regarding the Women's Leadership Award can be found at: www.ceoreport.com/philadelphia-brava-awards

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

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