Tax & Investment Management Services NJ & PA Licensed Agent

Barry C. Nelson, CPA

As a Certified Public Accountant (CPA) with twenty nine years of financial and retirement planning and tax preparation/planning, Barry is qualified to handle every aspect of his clients’ retirement challenges. With a primary focus on pre-retirees and retirees, Barry educates his clients to help them protect their life savings, develop an effective retirement income strategy, and pass on a financial legacy.

He currently holds the FINRA Series 65 as an Investment Advisor Representative, National Social Security Advisor (NSSA) designation and is licensed in New Jersey Life & Health insurance. He graduated from Fairleigh Dickinson University with a BS in Accounting.

Barry is a member of the American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJCPA)