Financial Independence Planning | Financial Advisor in Holland ,PA

130 Buck Road
Suite 103
Holland, PA 18966

About

Comprehensive financial planning - including:
Initial discussion of the clients goals & objectives.
Review of current assets, liabilities, income and
expenses, investments, life insurance, and long-term care insurance. Preparation of a financial plan including recommendations relating to changes or additions to investments and insurance (if needed). We use mutual funds and annuities (fixed & variable) to provide our clients with the best products suited to them. We do not deal with individual stocks or ETF's. We are independent reps so we are not tied in
to any one company or source. We are looking for long-
term relationships - not product sales. We specialize
in 401(k) and pension plan rollovers.
Tax preparation & planning - including:
All individual, business, or fiduciary tax returns.
We represent clients at IRS audits. Bookkeeping and
financial statement preparation are also available.

24 Years of Experience



General Information
Firm Start Year:   1984
No.of Employees:   1
Insurance License#:   PA, DE
Name of Broker/Dealer:   ING Financial Partners
Name of Custodial Firm:   Pershing, LLC
States Licensed in:   CA, CO, DE, FL, MA, NC, NJ, NY, PA, SC, VT
Number of Years with Current Firm:   10
Work Experience:   Financial planning, investments, insurance and
since 1984. Taxes and accounting since 1971.
I work with the following types of clients:   Individual Investors
Foreign Languages Serviced:   English


Services
Investment Types:   Mutual Funds , Insurance , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , Via phone , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Annuity , Variable Annuity , Life
Financial Organization Memberships:   American Institute of Certified Public Accountants (AICPA)


Firm Information
Firm's Number of Clients:   250
Firm's Number of Planning Clients:   75
Firm's Number of Managed Clients:   75
Assets Managed by Firm:   $20 Mil.
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   75
Advisor's Number of Planning Clients:   75
Assets Managed by Advisor:   $20 Mil.


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions , Based on Assets
Fee % Based on Assets:   1% or less
Additional Details on Charges:   Investment accounts are generally billed
quarterly based on assets.
Tax work is always billed hourly.



FAQs


DISCLAIMER

Securities & investment advisory services offered through: ING Financial Partners. Member SIPC.

Barry Blatt

Barry Blatt

CPA, PFS

Communities Served

Any state

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Compensation Arrangements

Check