For 28 years, BARR Financial Services has created lifetime partnerships with its clients by empowering them to make confident and informed financial plans and decisions for their families. Our counseling process aligns their success with the achievement of personal dreams and goals. It provides a roadmap for navigating between living for today and planning for the future, and ultimately transition their wealth to the people or organizations most dear to them.
There are no service templates at BARR Financial Services. Our team of financial professionals builds personalized financial plans with your goals, dreams and visions in mind. It’s our collaborative approach that enables us to offer informed, coordinated and comprehensive plans and help you cultivate the results that follow. As an independent, full-service Registered Investment Advisor, we have no limit to the dialogue we are willing to have with our clients regarding their actionable strategies. We hold ourselves to the fiduciary standard – our financial advice is always kept separate from the prescription of products. In this way, we are confident that our advice is always in the best interest of our clients.
You’re one click away from answers to your most critical investment quandaries.
Kirk Barr Young — CFP®, ChFC®, RFC®, CLU®, CSA®, CEP®, CDFA™
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Securities offered through Triad Advisors, LLC, Member FINRA & SIPC. Advisory services offered through BARR Financial Services LLC. Triad Advisors and BARR Financial Services LLC are unaffiliated entities.
Check our Securities & Exchange Commission (SEC) Link https://www.adviserinfo.sec.gov
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