Insights

Established Experience Barberio & McClelland Financial Services boasts nearly 70 years of combined professional experience, highlighting their deep expertise and long-standing presence in the financial industry, which appeals to clients seeking seasoned advisory services.

Personalized Service The firm's strong focus on understanding individual client needs and developing tailored financial strategies suggests opportunities to promote personalized financial planning solutions and advanced advisory tools.

Technology-Driven Approach Utilization of modern tools like Calendly, Google Analytics, and cloud services indicates a commitment to leveraging technology for better client engagement and streamlined service delivery, opening avenues for selling innovative digital solutions.

Growth Potential With revenue estimates between 1 million and 10 million and a small team, there is potential for expanding services or increasing client base through targeted marketing, especially by emphasizing their experienced team and personalized approach.

Market Positioning Positioned within a competitive landscape alongside large firms like Charles Schwab and Fidelity, Barberio & McClelland can benefit from tailored sales strategies highlighting their unique focus on customized service and niche expertise to attract clients seeking more personalized attention.

Barberio & McClelland Financial Services Tech Stack

Barberio & McClelland Financial Services uses 8 technology products and services including Calendly, Cloudflare CDN, Open Graph, and more. Explore Barberio & McClelland Financial Services's tech stack below.

  • Calendly
    Appointment Scheduling
  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Google Maps
    Maps
  • Site24x7
    Real User Monitoring
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Media & News

Barberio & McClelland Financial Services's Email Address Formats

Barberio & McClelland Financial Services uses at least 2 format(s):
Barberio & McClelland Financial Services Email FormatsExamplePercentage
FLast@barberioandrichfs.comJDoe@barberioandrichfs.com
100%
FLast@barberiofs.comJDoe@barberiofs.com
100%

Frequently Asked Questions

Where is Barberio & McClelland Financial Services's headquarters located?

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Barberio & McClelland Financial Services's main headquarters is located at 1201 New Road, Suite 111B Linwood, New Jersey 08221, US. The company has employees across 1 continents, including North America.

What is Barberio & McClelland Financial Services's phone number?

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You can contact Barberio & McClelland Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Barberio & McClelland Financial Services's official website and social media links?

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Barberio & McClelland Financial Services's official website is barberiofs.com and has social profiles on LinkedIn.

What is Barberio & McClelland Financial Services's NAICS code?

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Barberio & McClelland Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Barberio & McClelland Financial Services have currently?

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As of October 2025, Barberio & McClelland Financial Services has approximately 7 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. V.President And Managing Partner: L. T. B.President And Managing Partner: L. T. B.. Explore Barberio & McClelland Financial Services's employee directory with LeadIQ.

What industry does Barberio & McClelland Financial Services belong to?

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Barberio & McClelland Financial Services operates in the Financial Services industry.

What technology does Barberio & McClelland Financial Services use?

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Barberio & McClelland Financial Services's tech stack includes CalendlyCloudflare CDNOpen GraphCloudflareGoogle MapsSite24x7YouTubeGoogle Analytics.

What is Barberio & McClelland Financial Services's email format?

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Barberio & McClelland Financial Services's email format typically follows the pattern of FLast@barberioandrichfs.com. Find more Barberio & McClelland Financial Services email formats with LeadIQ.

When was Barberio & McClelland Financial Services founded?

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Barberio & McClelland Financial Services was founded in 1983.

Barberio & McClelland Financial Services

Financial ServicesUnited States2-10 Employees

Barberio & McClelland Financial Services has been serving the financial needs of our clients since 1983. We focus on your needs and goals, and then show you your options. Our team of advisors have almost 70 years of combined experience to provide our clients with advice on a variety of strategies to help solve your needs.

Our belief in preparation, continuing education, & advanced skills, allows us to provide our clients with better service. We have many types of clients, some with special needs. Our firm is committed to excellence not only in our performance, but also by those that we occasionally rely upon to support our efforts.

We have been successful in organizing & surrounding our company with some of the best people & technology in the financial services industry. Our primary role is to understand your situation & then provide you with information, advice, & solutions you need to make the best possible decisions about your financial future. After a thorough analysis of your financial situation, we'll develop a range of planning strategies for you to consider. Once you decide on a direction, we're prepared to work with your accountant & attorney to help implement your plan.

LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities and Investment Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com
Barberio & McClelland Financial Services is not affiliated with HTK.  HTK is a wholly-owned subsidiary of the Penn Mutual Life Insurance Company. 6404418RG_Feb26

Section iconCompany Overview

Headquarters
1201 New Road, Suite 111B Linwood, New Jersey 08221, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Barberio & McClelland Financial Services's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Barberio & McClelland Financial Services's revenue is estimated to be in the range of $1M$10M

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