WHO WE ARE

BARR Financial Services is always focused on what is most important to our valued clients. We believe it really is all about the individuals that make up the BARR Financial Family.

At BARR Financial our clients know they are more than just a number. Focused on education, we use a team approach to coach our clients on all of the options available, mainly finding the right balance between saving for tomorrow and enjoying life today.

With our diverse thought, unique backgrounds and a genuine desire to help people, we are confident in our ability to help you get where you are trying to go. All the while, providing a high touch, red carpet experience where a friendly voice will always answer your call.

MEMBERS OF OUR TEAM

The skilled and experienced team we have in place is here to serve you with the kind of professionalism and responsiveness that you would expect from a firm that always places your needs first.

THE COMPANY

BARR Financial Services was founded with the guiding principal of truly helping people realize their dreams. We remain focused every day on helping members of the BARR Financial Family find a balance between enjoying life in the present while still working to secure their financial future.

OUR QUALIFICATIONS

In order to serve our clients with the highest level of knowledge, we believe education is especially important. Each member of our team strives to continually grow both personally and professionally. You will find our list of credentials and designations support the highly-informed, comprehensive approach that we take with every member of the BARR Financial Family.

OUR PRINCIPALS

We take our fiduciary responsibility seriously. Taking a holistic view of every financial situation and educating our clients so they can understand all options is important to us. We are dedicated to our own continuing education so we can offer the most highly-informed financial guidance possible.

WHY US?

BARR Financial Services empowers clients through education to make confident, informed decisions and find comfort with those decisions. As a small, dedicated team we are able to provide concierge-level services to our clientele.

We are not bound by any proprietary products or technology platforms.  This enables us to offer you truly independent financial guidance and seek out any solutions that best help your situation.

Everything we do is about the financial well-being of the people with whom we work. Financial advice is always separated from product acquisition.

When you become part of the BARR Financial family our relationship is of vital importance. We have a true dedication to your family’s security and financial needs. If you are looking for a personal relationship with a firm that knows your family’s intended mission and one that can provide you with the comfort and confidence needed to make you feel secure about your financial future, then please talk with us. We would value the opportunity to have a conversation about how you would like to create a balance between managing your wealth and living your life.