Joseph A. Brita

Joseph A. Brita

Senior Partner

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Phone: 610-841-3400 Ext. 2003
Fax: 610-841-3494

Each of our individual and business clients has unique financial needs.  That is why we take the time to understand what is important to them before we recommend a particular product or service.  This simple, no-nonsense approach has helped many of our clients get from where they are financially to where they want to be.  It has also helped us acquire their trust and confidence, which is what we strive for as financial professionals. 

Joe's primary area of focus include providing investments and insurance for Retirement, Business and Estate Conservation.

He has been a representative with his current broker dealer for more than 30 years.  His work experience, in the past, has also included four years of public and corporate tax accounting experience.

Joe was inducted into the prestigious John Hancock Hall of Fame in 2011.  There were only 187 total members at that time.

Investment products include stocks, bonds, mutual funds, annuities, as well as other investment services.

Insurance products available include Life and Disability Income Insurance, Long-Term Care Insurance, Survivorship Life and other insurance products.

He is a registered representative for securities and investment advisory services offered through Signator Investors, Inc., Member FINRA, SIPC and a member of the Estate Planning Council of the Lehigh Valley.

Joe received his B.S. in Accounting from Bloomsburg University, in Bloomsburg, Pennsylvania.

Joe and his wife, Deborah, and their twin daughters, Jennifer and Michele, and son, Matthew, reside in Bethlehem.