Joe Barcellona, CFP®Hudson Office and Latta Road Wealth Center
Wealth Manager
Joe joined ESL Federal Credit Union in 2008, became a Branch Manager in 2010, and has been with ESL Investment Services since 2011. Joe believes in taking a holistic and comprehensive approach to investing. By taking time to understand his clients’ past, present, and future needs, Joe’s goal is to help manage and grow wealth consistent with their financial goals and objectives. Joe holds his CERTIFIED FINANCIAL PLANNER™ professional designation. His Branch Manager background, added to his management and customer relations experience, allows him to foster a collaborative approach in guiding clients toward addressing their financial goals.
A dedicated husband and father of two, Joe enjoys attending sporting events and spending time with his family and friends.
Click here to check the background of this investment professional on FINRA's BrokerCheck.