Visions Federal Credit Union, Financial Planning, Investments, Fiduciary Standard of Care
RICHARD J BARBER, AIF®, AAMS®, CMFC®
KEVIN E PORTER, AIF®
With over 38 years of combined experience, we are privileged to represent an outstanding group of clients. Serving the Southern Tier of New York and Northern Pennsylvania, The Barber-Porter Group specializes in providing comprehensive financial planning services in a team-based, collaborative environment.
Assisting our clients develop and pursue their financial goals is the most rewarding thing we do. By believing firmly in the Fiduciary Standard of Care, we stay grounded and focused on always acting in our client’s best interests….not our own.
No matter what your financial life throws your way, The Barber Porter Group is here to help. Committed to the communities we serve….we are your financial partners for life.
*Mr. Barber & Mr. Porter are Investment Advisor Representatives of LPL Financial (A Registered Investment Advisor).
Securities and Financial Planning offered through LPL Financial ,a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Visions FCU deposits and are not NCUA insured. These products are not obligations of Visions FCU and are not endorsed, recommended or guaranteed by Visions FCU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IL, NJ, NY, NC, PA, SC, TN, TX, VT, VA
Dedicated to serving the finanical planning needs of Visions FCU members
Investments: Bonds ,Common Stock ,Preferred Stock, Unit Investment Trusts (UITs), Mutual Funds, Exchange Traded Funds (ETFs),Real Estate Investment Trusts (REITs), Treasuries, Mortgage Backed Securities, Government Securities, Corporate Bonds, Municipal Bonds, Variable Annuity, Fixed Annuity, Immediate Annuity, Fixed-Indexed Annuity
Accounts: Brokerage Accounts, Fee-Based Accounts, Trust Accounts, Educational IRA, Traditional IRA ,Roth IRA ,SEP IRA, Simple IRA , 529 College Savings Accounts, Solo 401k, Group 401k
Planning: Tax, Estate, Business, Retirement and Retirement Income, Investment, College
Insurance: Disability Income Insurance, Life Insurance (Permanent, Term), Long Term Care Insurance
Business: Planning for Business Succession, Effectively Managing Short-term Cash ,Building and Protecting Personal Wealth, Buy/Sell Agreements, Wealth Management, Retirement Plans
