Tax & Investment Management Services NJ & PA Licensed Agent

Barry C. Nelson, CPA

Barry Nelson, CPA is an instructor for Adult Financial Education Services with over twenty years of experience.  One of Barry’s business missions is to offer affordable tax services and retirement planning to his clients in a comfortable professional setting. In addition to Barry’s tax services he also provides investment management and financial planning services to his clients. He currently provides education on the concepts of investing, reallocating retirement assets to create lifetime income and estate planning.

Barry holds a Bachelor of Science degree from Fairleigh Dickinson University.  He is a member of the American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJCPA).  Barry is also a NJ licensed Investment Advisor Representative, Series 65.