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)

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Barry Nelson are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.