Susan Barclay knows exactly her role in her client’s financial life. She believes that her clients should focus on family and work while she concentrates on their financial plans. Her goal has always been the same: to find the best ways to help clients protect their families and plan for a solid financial future. And no one will outwork her to get it done - the right way.
Susan’s expertise in is insurance, investment and retirement income planning. She has helped hundreds of clients retire more confidently, save for college, make smarter investment decisions and manage risks more wisely. Together with her clients, Susan develops comprehensive financial plans, often tapping other First Commonwealth professionals in estate planning, mortgage, and small business banking, if necessary.
Susan is a credentialed financial advisor holding Series 6,7,63 and 65 registrations as well as Life, Accident and Health Insurance licenses. She is a proud graduate of Pennsylvania State University. In her free time, Susan enjoys spending time with her husband, Bob, and their son, Chris. She is a lifelong equestrian and downhill skier.
Infinex and First Commonwealth Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.