Barilotti Wealth Strategies and Insurance Solutions, LLC. Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Barilotti Wealth Strategies and Insurance Solutions, LLC operates in the financial services sector, offering a combination of wealth management and insurance guidance. The firm emphasizes personalized, objective financial planning and coordination of clients’ financial affairs to support wealth preservation, growth, and succession planning, with services delivered through licensed agents and registered representatives affiliated with NYLIFE Securities LLC and Eagle Strategies LLC. Based in Philadelphia, Pennsylvania, the company positions itself as catering to individuals and businesses seeking integrated guidance that encompasses insurance products and investment advisory services, while noting that it does not provide tax, legal, or accounting advice and that licensure may vary by jurisdiction. The team, described as small in size, includes professionals like Christy Barilotti and Dina Hartnett who hold multiple licenses and designations to offer insurance and securities services. A recent development is their stated collaboration across multiple licensed entities to deliver a consolidated suite of financial services, though within the bounds of licensed jurisdictions. } ) } } {

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