$1.2B Bard Financial Moves to Osaic’s W-2 Channel

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bard Financial Services, a Connecticut-based advisory firm managing $1.2 billion in assets, has joined Osaic’s W-2 employee independent channel after nearly four decades as an Osaic partner.  Financial advisor Kenneth Spitzbard is leading the Branford, Conn.-based team with partner Jeffrey Welsh and Managing Director Julie Cross Hoko. Bard Financial was founded in 1986 by Spitzbard’s fathe ...