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Karr Barth Associates
1 Belmont Avenue, Bala Cynwyd, Pennsylvania, United States
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About the Karr Barth Associates
Karr Barth Associates, located at 1 Belmont Avenue, Bala Cynwyd, Pennsylvania, United States, is a leading finance institution with over 50 years of experience. As an office of Equitable Advisors, Karr Barth offers a wide range of services including wealth management, insurance, estate and wealth transfer, and executive/corporate benefits. The institution aims to provide outstanding service to its clients by focusing on their overall financial picture and developing responsive and responsible planning strategies.
Karr Barth Associates is committed to making a difference in the lives of its clients every day. With assets under management exceeding $11B and $29B of life insurance in force, the institution is dedicated to serving the financial needs of over 120,000 households and businesses in the tri-state area. In addition to financial services, Karr Barth Associates is actively involved in supporting charitable and philanthropic organizations both locally and nationally.
The institution is in alliance with Equitable Advisors and offers access to a Wealth Strategies Team for case consultation. Financial professionals at Karr Barth have access to innovative tools to help clients visualize and reach their financial goals. The institution also focuses on developing ongoing relationships with clients to review and revise financial strategies through each life stage.
Karr Barth Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Securities are offered through Equitable Advisors, LLC, member FINRA/SIPC, while investment advisory products and services are offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.
Let Karr Barth Associates handle your financial planning so you can focus on what really matters.
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