Jared Petrizzi Joins Bar Harbor Financial Services
West Lebanon, New Hampshire (November 14, 2018) –Bar Harbor Financial Services is pleased to welcome Jared Petrizzi, Financial Consultant. Jared helps his clients achieve their financial goals by providing sound investment advice as well as non-FDIC insured products. He serves communities throughout the Upper Valley of New Hampshire and Vermont. His office is based in West Lebanon at 83 Main Street and can be reached by calling 603-409-4599. Bar Harbor Financial Services provides investment and retirement planning services for individuals and businesses, education funding solutions, and life- and long-term care insurance to help manage risk.
After graduating with a bachelor’s degree in finance from Southern Connecticut State University, Jared started his career as a Financial Advisor for Oppenheimer & Co. in his home town of Stamford, Connecticut. He conducted client portfolio reviews and developed custom asset allocation models and analyzed market trends to help clients meet their financial goals. In 2015, he joined Bank of America/Merrill Edge in Norwalk, Connecticut, as a Financial Solutions Advisor, where he worked prior to joining Bar Harbor Financial Services.
A recent resident of New Hampshire, Jared resides in Lebanon. He enjoys exploring New Hampshire and Vermont with his black lab, Tess.
Bar Harbor Financial Services is a branch office of Infinex Investments, Inc., an independent registered broker-dealer offering securities and insurance products which is not affiliated with Bar Harbor Bank & Trust. Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.