Iron Birch Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Paul Berkman

Paul Berkman

Financial Advisor

Senior Vice President of Iron Birch Advisors
Visit Paul Berkman's website
Marley Bernard

Marley Bernard

Financial Advisor

President of Iron Birch Advisors
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Peter Kettle

Peter Kettle

MBA, CFP®, ChFC®

Financial Advisor

Managing Partner of Iron Birch Advisors
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Robert Kurzweil

Robert Kurzweil

Financial Advisor

Visit Robert Kurzweil's website
Bruce Maier

Bruce Maier

MBA, ChSNC®

Financial Advisor

Managing Partner of Iron Birch Advisors
Visit Bruce Maier's website
Gregory Manto

Gregory Manto

CRPC®, APMA®

Private Wealth Advisor

Managing Director of Iron Birch Advisors
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Christina McCaughey

Christina McCaughey

RICP®

Financial Advisor

Managing Partner of Iron Birch Advisors
Visit Christina McCaughey's website
Vincent F Parascandola

Vincent F Parascandola

MBA, CAS©, CFS®, APMA®

Financial Advisor

Managing Partner of Iron Birch Advisors
Visit Vincent F Parascandola's website
Anthony J Rocchio III

Anthony J Rocchio III

CFP®

Financial Advisor

Senior Vice President of Iron Birch Advisors
Visit Anthony J Rocchio III's website
William Romero

William Romero

Financial Advisor

Senior Vice President of Iron Birch Advisors
Visit William Romero's website
Arthur Zapesochny

Arthur Zapesochny

Financial Advisor

Managing Partner of Iron Birch Advisors
Visit Arthur Zapesochny's website

Team

Anthony Guglielmo

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