Barilotti Wealth Strategies and Insurance Solutions, LLC

Barilotti Wealth Strategies and Insurance Solutions, LLC A respected insurance & financial services firm focused on individuals, families, & businesses Christy Barilotti (CA Ins. Lic. ), Dina Hartnett (CA Ins.

We believe that a well-strategized fi nancial roadmap consists of thoughtful fi nancial planning and sound investment advice. At Barilotti Wealth Strategies and Insurance Solutions, LLC, we'll help you navigate through the various fi nancial planning and investment options to provide direction and meaning to your fi nancial decisions. Lic. ) are agents collectively licensed to sell insuranc

e through New York Life Insurance Company and may be licensed with various other independent unaffi liated insurance companies
in the states of CA, DE, DC, FL, GA, IL MD, MI, NC, NJ, NY, CO, PA, SC, TN, TX, VA. No insurance business may be conducted outside these states referenced. Christy Barilotti and Dina Hartnett are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, DC, GA, TX, VA, PA, NJ, DE, MD, NY, FL, MI, CA . No offers may be made or accepted from any resident outside the specific states referenced.

*Christy Barilotti and Dina Hartnett, collectively, are also separately registered as investment adviser representatives with Eagle Strategies LLC, A Registered Investment Adviser, offering investment advisory services
in the states of AZ, CA, DE, FL, GA, MD, NJ, NY, PA, TN and VA. As such, these services are strictly intended for individuals residing in the specific states referenced. Barilotti Wealth Strategies and Insurance Solutions, LLC is not owned or operated by NYLIFE Securities LLC or its affi liates. Neither Barilotti Wealth Strategies and Insurance Solutions, LLC, its employees or staff, nor Eagle Strategies LLC or its affi liates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.

Bodie woke up ready to work.. then the Friday's set in! We promise he's a great assistant Monday-Thursday :)
05/15/2020

Bodie woke up ready to work.. then the Friday's set in! We promise he's a great assistant Monday-Thursday :)

And that's a wrap! What a week and its only Wednesday! We sure love what we do and getting to spend 4 days with your sis...
03/05/2020

And that's a wrap! What a week and its only Wednesday! We sure love what we do and getting to spend 4 days with your sister doing it makes it even better!
Thank you to Eagle Strategies for organizing the event starting with author and former Navy Seal, Robert O'Neill, to author and Professor, Luke Williams, from NYU Stern School of Business. We are forever grateful for knowledge and time the entire Eagle Strategies team shared with us at the Summit and everyday!

We enjoyed a dinner filled with laughter after a day of learning about innovative portfolio construction, the internatio...
03/04/2020

We enjoyed a dinner filled with laughter after a day of learning about innovative portfolio construction, the international markets, and brain science for peak motivation and performance. Tomorrow is our last day in Houston!
~Christy and Dina

We are enjoying Day 2 of the Eagle Strategies Summit in Houston, TX! We are like sponges soaking up the knowledge from t...
03/02/2020

We are enjoying Day 2 of the Eagle Strategies Summit in Houston, TX! We are like sponges soaking up the knowledge from the conference learning more about behavioral finance and learning from a former Navy SEAL how to deal with conflict and how to build a team. We are looking forward to Day 3- stay tuned!
~Christy and Dina

Ummmm.... I am not sure what to write! I need your help!I was asked to write an article for new, expanding business owne...
02/27/2020

Ummmm.... I am not sure what to write! I need your help!
I was asked to write an article for new, expanding business owners and entrepreneurs. What questions would you like me to answer? Please post your questions here! The last article I wrote on this topic was "You Made a Business Plan - You Forgot the Financial Plan: 5 things to consider when creating your business financial plan". If you would like a copy of the article, please email me [email protected]
Thanks in advance for your questions!

Quick trip to Temple University today to talk to their student's in the Financial Planning Association... and Tommy Flyn...
02/21/2020

Quick trip to Temple University today to talk to their student's in the Financial Planning Association... and Tommy Flynn was in the class! Have you met our new intern yet? Tommy started with us on February 4th. He has been a great addition to the team!

It was a beautiful day in the neighborhood today!We kicked off a team meeting at Parc Bistro this morning. Just missing...
01/28/2020

It was a beautiful day in the neighborhood today!
We kicked off a team meeting at Parc Bistro this morning. Just missing a few of the BWS team members! First one of the year- where did January go?!
~Jessica, Christy and Alex

An office with a view! Can you guess where Christy is headed? ✈?In 2019, she spent 88 hours in the air flying! That's mo...
12/26/2019

An office with a view! Can you guess where Christy is headed? ✈?
In 2019, she spent 88 hours in the air flying! That's more than 2 weeks of a 40 hour work week! Her favorite place to work is on an airplane because she can focus without interruptions (as long as the WiFi works)! What are your travel plans for 2020?

Dear Santa,Champagne will do.~from the team at BWSWhat are you all hoping Santa brings you tonight?
12/25/2019

Dear Santa,
Champagne will do.
~from the team at BWS
What are you all hoping Santa brings you tonight?

The team had a great time in Texas with Nautilus working to improve our business. We can't wait to kick things off in 2...
12/13/2019

The team had a great time in Texas with Nautilus working to improve our business. We can't wait to kick things off in 2020. A huge thanks to the Nautilus team for all of their guidance!!

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Philadelphia, PA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 5pm

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