Barbara Sekely- Financial Advisor

Barbara Sekely- Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Barbara Sekely- Financial Advisor, Financial planner, 3896 Night Star Trail, Odessa, FL.

There are billions in unclaimed dollars in the US. Is some of that yours?
09/02/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Concerned about the social impact of your investments?
08/31/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Could you find acres of diamonds in your own backyard? Watch this video.
08/28/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What did it take to become the richest man in Babylon?
08/26/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
08/24/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

What do you need to know when the market experiences volatility?
08/21/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/19/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
08/17/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Here are 5 facts about Social Security you absolutely need to know.
08/14/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
08/12/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Address

3896 Night Star Trail
Odessa, FL
33556

Telephone

+17272033388

Website

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