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Services

• Financial Planning
• Investment Review & Analysis
• Investment Review & Analysis
• Asset Management Strategies
• Estate & Legacy Planning
• College Funding Strategies
• Retirement Planning
• Retirement Distribution Strategies
• Tax-Advantaged Strategies
• Insurance Planning & Risk Management

About Us

Vincent Barone has a 23-year career in the financial services industry and prides himself on being an independent financial consultant. Vincent works with individuals, professionals, small business owners, government employees and their advisors (attorneys and accountants) to develop sound personal and business plans to help them achieve their short and long-term financial goals.

During his career, Vincent has held various management, marketing and training positions in such firms as Bear Stearns, Oppenheimer & Company, New York Life, AIG, Penn Mutual and AXA Advisors. As an independent financial consultant who offers securities through the broker/dealer Madison Avenue Securities, Inc. member FINRA & SIPC, Vincent has the opportunity to combine those experiences and expertise for the betterment of his clients. He prides himself in not just developing financial programs to help clients organize their financial life and implementing strategies to help them get there, but in the continuous service he provides once the financial programs are implemented. This on-going service and continuous attention to details helps to ensure that clients are always on-track toward meeting their financial goals. A sought-after speaker, Vincent has conducted specialized seminars on pension and 401(k) plans, 403(b) educational and estate planning, as well as annuities and long term care planning.

Vincent holds FINRA Series 7 and 63 licenses and is currently enrolled in the American College working toward his Certified Financial Planner (CFP) designation. He received his Bachelor of Science in Economics from the College of Staten Island in 1987.

Committed to his industry and the community, Vincent is a member of the National Association of Insurance and Financial Advisors and the Camden County (GA) Chamber of Commerce. He has also worked with Neal S. Godfrey with the “Money Doesn’t Grow on Trees” program that helps parents teach children about the value of money.