John Bartels

Managing Director at Ancora Advisors and 1 other company
On the record
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Mr. Bartels is a managing director and member of Ancora’s executive committee. As a financial advisor and investment strategist with over twenty years of experience, John leads Ancora’s Retirement Plans and Insurance Services departments. He also works with Ancora’s Family Wealth practice, providing the family CFO service concept to high net worth families. Ancora’s clients receive highly customized consultation in the areas of investing, retirement planning, tax compliance, risk management, and legacy planning.

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