Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Carroll Attardo is an Investment Advisor Representative at Cerity Partners LLC. Barbara has been in the industry since August 2011. Barbara is licensed in Massachusetts and has a Certified Financial Planner designation. Barbara specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Barbara is also licensed to provide investment advisory services to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
02/08/2022 - Present
Cerity Partners LLC (BOSTON MA)
Active
Inactive
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