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Barr Associates Financial

We are located in southern Lebanon County and have been serving public school employees for over 35 years. As an independent financial firm, we go above and beyond to guide our clients through the financial complexities of the PSERS & SERS retirement system.

At Barr Associates, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around pension planning and making investments that will help create a hedge against the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are PSERS or SERS retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Client Centered

Our commitment is to help you work towards achieving all your financial goals and strive to provide you with a worry-free retirement. We are committed to excellence in everything we do. We consider it an honor and a privilege to help our clients work toward making informed pension and investment decisions that will contribute toward a secure future. We believe in a conservative approach to help manage assets. By utilizing numerous investment products and strategies, we can help our clients’ plan their lifestyles for a lifetime.


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