Joseph V. Barbetta

Joseph V. Barbetta

CFP®, RICP(R)

As a financial professional with The Connecticut Group, Joseph V. Barbetta, CFP®, RICP® focuses on wealth accumulation and income distribution planning for individuals and families.

With an understanding of your objectives, your tolerance for risk and your time horizon, Joe and his partners will help you create a long-term investment strategy utilizing one or more of a variety of investment platforms.  Upon retirement, he will craft an efficient income strategy that takes into consideration your changing needs during retirement, as well as your legacy and estate objectives. He will also strengthen the foundation of your financial plan by presenting insurance strategies that are built to evolve with your changing needs for family protection, estate preservation and business planning.  Finally, he will provide ongoing follow-up to ensure that your strategies remain current and on schedule.

Joe joined AXA Advisors in November of 2000.  In March of 2004 he attained the CERTIFIED FINANCIAL PLANNERTM professional designation and in October 2006 was awarded the title of Retirement Planning Specialist by AXA Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.  In February of 2018 he attained the Retirement Income Certified Professional® professional designation.*

Joe was raised in Rockville, MD and attended the Fairfield College Preparatory School in Fairfield, CT before obtaining a bachelor's degree in public relations from Marquette University in 1993. 

Joe is currently Chair of the Southern & Western New England Board of Directors for the American Cancer Society® and also serves as a legislative ambassador with the American Cancer Society's Cancer Action Networksm.  An avid hockey fan, Joe spent 7 years working in professional hockey and co-founded the first-ever youth hockey program in Santa Fe, NM.

 

 

*The RICP® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AGE 119542 (09/16)(exp. 09/18) 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (203) 326-7356
Fax (203) 326-7399
Mobile Phone (203) 545-4149