Our People

Bruce  O.  Barrett, CLU, ChFC

Chairman of the Board
Registered Representative of Cadaret, Grant & Co., Inc.
(Member FINRA & SIPC); licensed in FL, NY, PA

bruce.barrett@thepartners.com
Phone: (607) 754-1411 x313
Vestal

Educational Background

  • B.A., Binghamton University, 1974

Professional Designations

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)

Licenses

  • NY Brokers License - Property & Casualty, Life, Accident & Health
  • NASD Series 1

Insurance Focus

  • Chairman of the Corporation's Board of Directors
  • Licensed for Investment Product sales in NY & FL
  • Providing Investment Advisory services in NY & PA
  • Specializes in insurance and financial planning for individuals and business owners with particular emphasis on estate planning & business perpetuation
  • Experienced with public school district insurance issues since 1980, Bruce was one of the catalysts for the formation of the Utica National Southern Tier Workers Compensation Peer Group
  • Served on numerous Agent's Advisory Groups for Utica National and other national & regional insurance carriers

 

Present and Past Memberships

  • National Association of Insurance & Financial Advisors
  • Society of Financial Services Professionals
  • Million Dollar Round Table
  • Independent Insurance Agents & Brokers of New York (IIABNY)

 

Personal

  • Resides in Vestal, NY with his wife Sandra
  • Active in the Vestal Rotary Club
  • Employed with The Partners since 1974 and is an owner/partner
 

Securities are offered through Registered Representatives of Cadaret, Grant & Co., Inc., member FINRA and SIPC. The Partners and Cadaret, Grant & Co., Inc. are separate entities. | Securities Licensed in CO, FL, GA, IN, MD, MA, NJ, NY, NC, OH, OR, PA, TN, TX, VA

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