Barry Gessner, a CERTIFIED FINANCIAL PLANNER™ practitioner.
Barry's financial planning approach is holistic in nature, looking at the whole picture rather than a small portion of it. His belief is that the more we know about our clients and the things that matter most to them, the better we can serve them. Barry encourage his clients to share with us their hopes and dreams, values, hobbies, fears and concerns.
We listen to our clients and always put their interests ahead of our own. We are committed to the highest ethical standards of honesty, integrity and excellence which is why so many people look to us as their Trusted Advisor.
If you have a dream of a secure retirement, a college education for that special loved one, or the purchase of a home, we can help you design a plan to realize your dream.
Securities offered through Securities America, Inc., Barry D. Gessner, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Barry D. Gessner, Investment Advisor Representative.