Expertise with Integrity

    PRESQUE ISLE – Most of us have a lot on our minds. Kids, college, bills, cars, medical expenses, job-related stress, and on the rare occasion when we have time: hobbies. Very few of us have time to think about retirement, but whether we choose to acknowledge it or not, retirement is creeping upon us.  Even for those who have just started their career, retirement planning is essential to providing a secure future for themselves and their loved ones. But where do you start?
    With that in mind, Barresi Financial Inc. is launching a new Retirement Center designed to help educate people on their ever-changing choices with retirement planning.
    “Some of the complimentary services that we can provide are reviewing employees 401k or IRA statements, distribution and beneficiary options, rollover IRA’s/consolidation of accounts, needs analysis, and asset allocation/fund analysis,” said Marcus Barresi, president. “Since we opened our doors in 1979, the evolution to Barresi Financial/Barresi Benefits Group has been successful due to our constant goal to provide our clients with the highest level of service and products.”
    The firm started in Presque Isle, and has now grown statewide with additional offices in Bangor and Scarborough.
    “Our staff has developed to a group of 11 quality professionals who take great pride in their work and have tremendous respect for their clients,” said Barresi. “Our employees continue to improve their knowledge and abilities through continuing education and real life experiences. These efforts assist our firm in implementing our motto: ‘Expertise with Integrity.’ This is not only our firm’s motto, but also our true belief.
    “We provide an array of employee benefits, insurance, and financial products and services. We take a holistic approach to insurance and investment strategies, which include needs assessment, portfolio strategies, service, and support,” he said. “In addition to working with our clients’ other professional advisors, our strategic alliance with Baystate Financial of Boston allows us to share ideas and technology with a large number of practitioners.”
    Barresi Financial Inc. is open 8 a.m.-5 p.m. Monday through Friday and by appointment after hours. For more information, log onto www.barresifinancial.com or www.barresibenefits.com, e-mail sviolette@maine-nh.nef.com, or call 764-5639.