Financial Services
Financial Services

Baroldi and Associates offers a full-range of financial solutions serving the needs of high net-worth individuals, families and companies. Since many of our clients receive advice from multiple sources they ask us to take a leading role coordinating the advice from each professional and then implementing it so it is all working together.

Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.

Because asset protection, risk management and insurance are critical elements in any financial plan, we review your insurance portfolio regularly and identify the best strategies to help meet your changing needs. We offer a range of insurance solutions from term or permanent life to disability income and long-term care insurance to help protect you from the unexpected.

By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family.

OUR FINANCIAL SERVICES INCLUDE:

  • Business Planning
  • Executive Benefits Planning
  • Corporate Employee Benefit Plans
  • Retirement Planning
  • Estate Planning
  • Charitable Planning
  • Education Planning
  • Social Security Planning
  • Medicare Planning

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor.  Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Baroldi and Associates is Independent of ProEquities, Inc.

Please be advised that presently John O’Brien holds series 6, 7, 63, and 65 licenses in AZ, CA, CO, FL, NV, PA and TX. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.