Who We Are…
BARR Financial Services is dedicated to providing the highest level of service
possible to our valued clients. We believe it really is all about you.
// 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 small firm that greatly values each and every client.
BARR Financial Services, LLC was founded with the goal of combining the most personal service available with the most well-informed financial analysis. In order to truly serve at the highest level, we are dedicated to continuing education and providing a comprehensive view in every situation, thus earning the company a reputation of excellence.
// Our Qualifications
In order to serve our clients with the highest level of expertise we believe designations and qualifications are especially important. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
// Our Principle
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully making prudent decisions concerning one’s future financial position. We believe taking a holistic view will create the best map. If you have any questions about your current financial situation or wish to meet with us, send us an email or give us a call at 407-622-0018.
// Why choose...
BARR Financial Services is comprised of a talented team that has a combined 66 years of experience in delivering custom tailored financial solutions to clients. As a small, dedicated team we are able to provide concierge-level services to our clientele.
Additionally, as a boutique firm we are able to incorporate new financial planning strategies that benefit our clients. And being independent, we are not bound by any proprietary products or technology platforms, so we are free to seek out the products and platforms that best serve our clients' needs.
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.