Financial Services
Kerkering Barberio Financial Services, Inc. is an independent financial planning and investment management firm that has been helping high net worth families pursue their long-term financial goals and maintain their lifestyles since 1997. Our mission is to offer the finest in customized wealth management for our select group of clients, provide knowledgeable and independent advice with outstanding service and afford our clients financial security. It is one of three Kerkering Barberio companies, which also includes Kerkering, Barberio & Co., one of the largest independent CPA firms in southwest Florida, and KB Pension Services, Inc., a full-service retirement plan consulting and administration firm.
Please click here to visit the Kerkering Barberio Financial Services website.
Contact Martin Kossoff, President of Kerkering Barberio Financial Services, for more information about our customized wealth management services.
This communication is strictly intended for individuals residing in the states of:
AL,AZ,CA,CO,CT,DC,FL,GA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MO,NC,NJ,NY,OH,OR,PA,SC,TN,TX,VA,VT,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and Advisory Services offered through Commonwealth Financial Network,
Member FINRA, SIPC, a Registered Investment Adviser.