Our Firm

Our Firm:

We are a full service brokerage firm committed to helping people pursue their financial goals. We offer a wide range of financial products to individuals and business owners such as stocks, taxable and tax-free bonds, mutual funds, fixed annuities, education funding, and retirement plans (IRAs, SIMPLE, SEP, and 401 K.) Although most account holders reside in New York State, we are also licensed in AL, AZ, CA, CO, CT, DC, FL, GA, IL, ME, MD, NC, NH, NJ, NM, PA, RI, SC, TX, VA, VT, WV and WY. We are dedicated to developing lasting relationships with our clients.

 

A graduate of Penn State University, owner Linda J. Barriger has been working with individuals and businesses for over 25 years.  She has the Series 7, 24, 63 and 66 licenses.  Linda was a member of Prospera Financial Services' President's Advisory Council and served as Chairperson of the Council for 2014.  She received Prospera's James Dunks Advocate Award in 2013.  She is a current member of The Financial Services Institute.  Linda believes in community service. She is a member of the Kiwanis Club of Monticello NY and served as a member of the Board of Directors.  In 2014 she received Legion of Honor recognition for 25 years as a club member. She also is a past Chair of the Sullivan County Chapter of the American Red Cross. Please call if you have any questions about our firm, our products, or our services. We look forward to working with you.