Michael P. Barclay
Financial Advisor, RICP
Domicile State: PA
Preparing for that next step in life isn't easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Professional Specialties:
- Investment Strategies
- College Education Funding
- Life & Disability Income Insurance
- Long Term Care Insurance
- Retirement Income Planning Strategies
- Wealth Accumulation & Transfer Strategies
Qualifications:
- BS - Business Administration, Fordham University, New York, NY
- RICP - Retirement Income Certified Profesional®, designee - The American College of Finance, King of Prussia, PA
- FINRA Series 6 - (Investment Company Products/Variable Contracts Limited Representative)
- FINRA Series 62 - Corporate Securities Limited Representative
- FINRA Series 63 - Uniform Securities Agent State Law Examination
- FINRA Series 65 - Uniform Investment Advisor Law Examination
- Pennsylvania Life and Health Insurance License
- Registered Representative of MML Investors Services, LLC
Personal:
- Married: Laurie
- Children: Daughter, Leland
- Community Activities:
- Kiwanis Club of Williamsport
- Advisor for Williamsport Area High School Key Club
- Past President, North Central Pennsylvania Estate Planners Council
- Chairman, Hope Enterprises, Inc.
- Swimming, outdoors, avid sports fan