Lawrence Barth
President at AJJ Planning Services | New York City Metropolitan Area
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Lawrence Barth, as President of AJJ Planning Services, brings a wealth of expertise and a strategic vision to the financial planning landscape. With a robust background as a Registered Representative and Financial Advisor at Park Avenue Securities LLC, Lawrence is adept at navigating the complexities of personal and business financial strategies. His role involves not only advising clients on wealth accumulation strategies and retirement planning but also ensuring that their financial plans remain relevant in a rapidly changing economic environment.
At AJJ Planning Services, Lawrence leads key projects that focus on comprehensive financial needs analysis, helping clients understand their current financial positions and future goals. His expertise in disability income insurance and life insurance allows him to craft tailored solutions that address individual client needs, while his knowledge of business continuation strategies ensures that business owners are prepared for unforeseen circumstances. Additionally, Lawrence is passionate about charitable giving and college funding, guiding clients in making impactful decisions that align with their values and aspirations.
In the past year, Lawrence has been instrumental in integrating innovative financial technologies into AJJ Planning Services, enhancing the client experience and streamlining financial planning processes. His commitment to ongoing education and staying abreast of industry changes ensures that his clients receive the most up-to-date advice. Whether you are looking to secure your family's financial future or develop a robust business strategy, Lawrence Barth is dedicated to helping you plot a course to achieve your goals with confidence and clarity.
President at AJJ Planning Services in August 2000 to Present
Financial Advisor at AJJ Planning Services, Inc in August 2017 to Present
Financial Advisor at Principal Financial Services Group in August 2016 to July 2017
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Disability Income Insurance
Informal Business Valuation
Wealth Accumulation Strategies
Retirement Planning
Annuities
Business Continuation
Charitable Giving
College Funding
Financial Needs Analysis
Life Insurance
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What is Lawrence Barth email address?
Email Lawrence Barth at [email protected] and [email protected]. This email is the most updated Lawrence Barth email found in 2026.
What is Lawrence Barth phone number?
Lawrence Barth phone number is +19175645333 and +15162702915.
How to contact Lawrence Barth?
To contact Lawrence Barth send an email to [email protected] or [email protected]. If you want to call Lawrence Barth try calling on +19175645333 and +15162702915.
What is Lawrence Barth net worth?
Lawrence Barth has an estimated net worth of $750,000 to $999,999
What company does Lawrence Barth work for?
Lawrence Barth works for AJJ Planning Services
What is Lawrence Barth's role at AJJ Planning Services?
Lawrence Barth is President
Lawrence Barth Email Addresses
Lawrence Barth Phone Numbers
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