Matthew R. Barrette

Matthew R. Barrette

Investment Advisor Representative

Phone: 540.777.4302
Fax: 540.342.9675
E-mail:


Professional Services

Investments

Managed Accounts

Personal and Business Insurance

Life Insurance

Long Term Care Insurance

Financial Needs Analysis

College Funding

Products and Services for Retirement Planning

Estate Conservation Strategies

 

Professional Qualifications

Life/Health License

Long Term Care Insurance License

Series 6 Securities License

Series 63 Securities License

Series 65 Securities License

Series 7 Securities License

 

Personal

Has been in the Financial Services Industry for over 12 years

Grew up in Woodstock, NY

Currently Resides in Roanoke, Virginia

Graduated from Roanoke College with a Bachelors in Business Administration

Enjoys playing golf