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