Barrett

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

42 Weybosset St Ste 2, Providence, Rhode...

Phone Number

(401) 351-1000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Barrett

Barrett & Company is an independent financial firm dedicated to providing meticulous planning, financial education, and clear guidance to help clients achieve their future goals. They focus on personalized wealth management and panoramic financial planning, empowering clients to manage their financial anxiety effectively. The firm emphasizes client stewardship and aims to help clients concentrate on what truly matters in their lives. Their services cater to individuals seeking comprehensive support in areas such as retirement, investment, estate planning, insurance, and tax management.Explore more
Barrett's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Barrett Org Chart

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Vice President and Financial Advisor

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Director, Finance & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barrett

<$5M
11-50
Private
-
1980
MR
Mark RapozaVice President and Financial Advisor
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
1-10
Private
-
2011
AM
Anna McMahan HouserDirector, Operations & Client Services
<$5M
11-50
Private
-
1977
MC
Mark CrowChief Operating Officer & Family Office Advisor
Illustration of an envelope

Barrett Tech Stack

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Frequently Asked Questions Regarding Barrett

What is Barrett's official website?
Barrett's official website is www.barrettandcompany.com
What is Barrett's Revenue?
Barrett's revenue is <$5 Million
What is Barrett's SIC code?
Barrett's SIC: 62,628
What is Barrett's NAICS code?
Barrett's NAICS: 52,523
How many employees does Barrett have?
Barrett has 11-50 employees
What industry does Barrett belong to?
Barrett is in the industry of: Finance, Insurance, Securities Trading
What is Barrett competition?
Barrett top competitors include: McMahan Financial, Altman Advisors, Generational Wealth Management
What technology does Barrett use?
Some of the popular technologies that Barrett uses are: Cloudflare Website Optimization, Datadog, Google Font API, YouTube
How do I contact Barrett?
Barrett contact info: Phone number: (401) 351-1000 Website: www.barrettandcompany.com
What does Barrett do?

Barrett & Company is an independent financial firm dedicated to providing meticulous planning, financial education, and clear guidance to help clients achieve their future goals. They focus on personalized wealth management and panoramic financial planning, empowering clients to manage their financial anxiety effectively. The firm emphasizes client... stewardship and aims to help clients concentrate on what truly matters in their lives. Their services cater to individuals seeking comprehensive support in areas such as retirement, investment, estate planning, insurance, and tax management.Read More

What are Barrett social media links?
Barrett Linkedin page Barrett Twitter page Barrett Facebook page
Is Barrett a public company?
Barrett is private company therefore does not currently have an official ticker symbol
See more information about Barrett

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