Bobbi Barbera

Bobbi is just absolutely wonderful! What an exceptional professional and human being. Bobbi is very skilled. I had demanding investment needs, and she walked me through everything I needed to know. She did not just tell me what to do, she had a conversation with me about my needs and my goals and my future. She did not have an agenda. Her sole agenda was to help me figure out a plan that worked for me, and she has kept me to the plan. I will never work with anyone else. There are a lot of financial advisors out there, and a lot of companies. But to work with someone so exceptional, at a firm that has been in business is the 1930s, is special. I would refer anyone needing a good financial advisor to her. She will take the time to get to know you, to make a financial plan that serves you, and will determine investment strategies that are catered to you. Bobbi had no agenda, other making me a happy client. 5 stars.