Barilotti Wealth Strategies and Insurance Solutions, LLC.

Financial ServicesUnited States2-10 Employees

At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business. We pride ourselves in being Financial Services Professionals that can provide professional, objective guidance while offering personal attention. In addition, Christy Barilotti Certified Financial Planner, and Financial Adviser with Eagle Strategies LLC offers investment advisory services to help clients crystallize their objectives and implement a plan for wealth preservation, growth and succession. 
Let us coordinate your financial affairs so you can focus on your family or business.  
Christy Barilotti and Dina Hartnett are agents collectively licensed to sell insurance through New York Life Insurance Company. Please note, while we are not licensed in all jurisdictions.
Christy Barilotti and Dina Hartnett are also Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. 
 Christy Barilotti and Dina Hartnett, collectively, are also separately registered as investment adviser representatives with Eagle Strategies LLC, A Registered Investment Adviser, offering investment advisory services.
Christy Barilotti (CA Ins. Lic.#0E98265) and Dina Hartnett (CA Ins. Lic.#0I22854) are not licensed in all jurisdictions. Barilotti Wealth Strategies and Insurance Solutions LLC does not offer tax, legal or accounting advice.
Barilotti Wealth Strategies and Insurance Solutions LLC 1113 Admiral Peary Way, Suites A and B, Philadelphia PA 19112, is not owned or operated by NYLIFE Securities or its affiliates A Licensed Insurance Agency 555 E. City Ave., Suite 800, Bala Cynwyd, PA 19004. (610) 660-7600.

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