Unclaimed
Barbara M. Ollinger is a financial advisor associated with HTG Investment Advisors Inc. Barbara has been in the financial services industry since January 1998 and has a Series 65 license. Barbara is a Certified Financial Planner and specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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CT
04/28/2014 - Present
HTG Investment Advisors Inc. (NEW CANAAN CT)
IA
Issued 05/22/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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