Here at Bruno & Bruno, we are proud to be a multi-generational family business with the experience and knowledge necessary to help a wide variety of clients with their financial needs. Whether you're just starting out in life or you're already in retirement, we will meet you where you are and help you prepare for the strongest financial future.
Our team is committed to forming long term relationships with our clients based on performance, communication, and trust, and we'd love to meet with you to find out if our services would be a good fit for your needs.
Our team is committed to forming long term relationships with our clients based on performance, communication, and trust, and we'd love to meet with you to find out if our services would be a good fit for your needs.
Services
With a strong focus on client service, Barry has won numerous awards throughout his career including the New York Life National Quality Award three years in a row, 1999 -2001, and the I.C.E. Award in 2005 for the prompt processing of Life Insurance Death Claims. Barry is a Life and Qualifying Member of The Million Dollar Round Table* (qualifying in 1993, and 1998 through 2020).
Help our clients crystalize their goals and objectives by building a multi-generational relationship designed to help our clients achieve their financial and retirement strategy goals. Our focus is on building strong rapport with our clients, their families and their businesses, while motivating them to take action by bringing a full range of professional advisors together on their behalf.
Barry J. Bruno, Daniel B. Bruno and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds.
A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+).
A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+).
Dan is the Vice President of the Malta Business Associates. The organization was founded in 2009 and is a group of business owners in the New York Capital Region who have similar work ethics, principles of giving, and desires to succeed. They work together to build business relationships, and collaborate on things like marketing and business strategy, development and management.
We are here to help guide you through the often overwhelming process of creating a financial strategy. Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals.
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