Barresi Financial, Inc.

EMAIL:  sviolette@baystatefinancial.com

Welcome to Barresi Financial Inc.'s home page!

 

We hope that this site will provide you with valuable information. Barresi Financial, Inc. provides an array of employee benefit, insurance, and financial products and services. We take a holistic approach to insurance and investment strategies which includes needs assessment, portfolio strategies, service and support. We suggest approaches in conjunction with our clients' other professional advisors to provide high quality choices and service. The staff of Barresi Financial, Inc. is committed to providing personal service and assisting in your financial goals.

 

I am licensed and registered to offer products and services in [FL, MA, ME, NC, NV, SC]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Life Expectancy Calculator

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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

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Calculators

Life Insurance

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College Funding

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IRA Eligibility

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Financial IQ Test

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Newsletters

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

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