portrait of Kory M Barto
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Kory

Our branch team serves individuals, families and business owners within the tri-county area and virtually across the United States. Our mission is to partner with clients who have complex and evolving financial lives to help them organize and make informed decisions while building the wealth they need to fuel the future they envision. Throughout our established process, we focus on creating high-quality strategies to help each client construct their purposeful future.

I'm inspired by the people I'm so lucky to meet and work with. Senior Branch Office Administrator Mariann and I strive each day to provide the most ideal client experience...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2020 to Current
  • Cetera Financial GroupOctober 2019 to March 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lycoming CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Hiking
  • Community Outreach
  • Outdoor Enthusiast
  • Gardening

Team Members

  • Mariann Abersold
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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