Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Robert Pancrazi (CRD# 3277252) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in New Milford, CT and has over 17 years of experience in the finance industry.
Barron Financial is a personal wealth management firm that was founded on the principal of providing independent, objective financial advice to our clients. We manage or oversee more than $75 million in client assets and maintain low client-to-advisor ratios which we believe is critical to delivering personalized, best-in-class wealth management services for our clients.