Barrett Financial
Finance · Washington, United States · 1-10 Employees
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Overview
Headquarters
1809 Commercial Ave Ste 100, Anacortes, ...Phone Number
(360) 293-6287Website
www.barrettfinancialltd.comRevenue
<$5 MillionIndustry
About Barrett Financial
Barrett Financial discover what is important to Barrett Financial's clients and tailor wealth plans that help them achieve their life goals. Barrett Financial want to get to know you, your specific life situation, your goals for investing, your plans for retirement and your legacy. Barrett Financial need to know what you are passionate about, what gets your motor revving, and what relationships are most important to you. An understanding of what is important to Barrett Financial's clients makes it possible for Barrett Financial to create living wealth plans. When charting a course to reach financial and life goals, Barrett Financial collaborates with Barrett Financial's clients, analyze investment allocations, contributions to employer plans, Social Security income, educational savings, income, taxes, health insurance costs, gifts, as well as life's little surprises. Barrett Financial meet with Barrett Financial's clients periodically to review the course, and make changes accordingly.Read more
Barrett Financial Org Chart
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Barrett Financial discover what is important to Barrett Financial's clients and tailor wealth plans that help them achieve their life goals. Barrett Financial want to get to know you, your specific life situation, your goals for investing, your plans for retirement and your legacy. Barrett Financial need to know what you are passionate about, what... Read More
