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Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Congratulations to Barbara Fanone for winning the 2022 Five Star Wealth Management Award! 

I'm proud and grateful to have been recognized as a Five Star Wealth Manager for seven years. Thank you to the many family, friends, clients, and associates for trusting me with your investment and insurance needs.

Barbara Fanone's Five Star Wealth Management Profile

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Saving for Retirement

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.