The Marblehead Business Referral Network

Marblehead Financial Services Located at Marblehead Bank

Financial Planner | Marblehead, MA

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BillBarton

Bill Bartin,CFP is Marblehead Financial Service’s financial advisor through Infinex Investments, Inc.Member FINRA/SIPC.Bill has helped individuals such as you navigate their financial future. As a vice president of wealth management at Tucker Anthony, Inc., and a wealth management advisor at TIAA-CREF, a Fortune 100 financial services organization, he has helped individuals with varying needs make well-informed decisions about their future. He welcomes the opportunity to do the same for you. Bill likes to say that he brings you big firm experience with small town values. When not assisting individuals , with their financial planning, Bill has involved himself in the Marblehead community. He is president of the Rotary Club of Marblehead Harbor as well as co-chair of it’s largest fundraiser, the annual Holiday Pops concert. He also co-founder and past president of the Marblehead Business Referral Network, a local networking group.

Services Provided:

Planning

  • Retirement

  • College Education

  • Fee-based financial planning and advice

Insurance

  • Life and long term care insurance

  • Variable and fixed annuities

 

Investments

  • Portfolio analysis and recommendations

  • Portfolio Management

  • Access to stocks, bonds and mutual funds

Retirement Plans

  • IRAs and IRA rollovers from employer plans

  • New corporate 401k plans

 

 

 

 

Investments and insurance through Infinex Investments, Inc.  Member FINRA/SIPC

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Marblehead Financial Services is a trade name of Marblehead Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.