Meet the RoseMark Team of Professional Advisors
Steve Barbato
Financial Advisor
With over 40 years of experience, Steve Barbato is a seasoned financial advisor specializing in wealth growth, protection, distribution, and legacy planning. He offers expert guidance in life insurance, annuities, long-term care, business continuity, buy/sell agreements, disability coverage, and estate planning.
Steve’s problem-solving approach and dedication to personalized strategies have earned him recognition, including the National Quality Award (NQA) and Million Dollar Round Table (MDRT) membership. He holds a BBA from St. Bonaventure University.
Outside of work, Steve enjoys fishing, bow hunting, and spending time outdoors with his wife of 36 years, Helen.
Here’s What Our Members are Saying about RoseMark Advisors
Working with Matt has been a delight. Finding someone who is not only knowledgeable regarding their product but who truly cares about the client they are working with is a rare experience in our day and age.
Lori K.
Thank you for assisting me in obtaining a life insurance policy earlier this year. I particularly appreciated your attention to detail and your prompt responses to my questions.
Geary G.
Today I worked with your representative to select the life insurance policy which would best fit my needs. Mr. Jordan was friendly, professional and very helpful.
Loretta D.