Barry Finn
Financial Services Representative, Special Care Planner
Barry and Jaraiedi Financial Group are well known for their highly regarded financial workshops and seminars. They have been invited by many firms and organizations to hold presentations on financial subjects such as Estate Conservation Strategies, Retirement Planning, Investment Allocation and many more. Barry has been helping clients with their financial assets since 2005.
Business Philosophy
As a Financial Service Professional, I have built my practice by developing relationships with and servicing the needs of the local community. Through my work, I have gained a comprehensive understanding of the special requirements and needs of families, as well as business owners and their employees. My work ethic, knowledge and commitment to superior customer service have allowed me to become a valuable resource to each and every client.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Individuals Products and Services
- Needs-Based Analysis
- Fixed & Variable Annuities
- Executive Bonus Plans and Key Person Insurance
- Charitable Giving Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfers/Rollovers
- Mutual Funds
- Life Insurance (Universal, Term, Whole Life)
- Disability Income Insurance
- Excess Liability, Home, and Auto Insurance
Licenses & Designations
- Licensed to sell Life and Health Insurance
- Licensed to sell Property & Casualty and Securities
- Special Needs Planner
- Education: B.A. from Kean University
Retirement Planning
- Retirement Planning
- Income Continuation
- Estate Conservation Strategies
- Analysis and Selection of Asset Allocation
- Individual Retirement Accounts (IRAs)
- Education Funding Strategies