Barton Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

107 S Main St Unit A, Kyle, Texas, 78640...

Phone Number

(512) 686-7589

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
1
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1

About Barton Financial Group

Barton Financial Group is an independent fee-only fiduciary that specializes in helping busy professionals organize and simplify their finances. They offer a range of services including investment management, tax preparation, and estate planning, focusing on delivering personalized service combined with user-friendly technology. Their clients primarily come from the legal, healthcare, and high-tech industries, who delegate their financial tasks to the firm to focus on their careers and personal lives. The company emphasizes a commitment to transparency and client satisfaction, offering guarantees on their financial planning services.Explore more
Barton Financial Group's Social MediaPopular SearchesBarton Financial Group LLCBarton Financial Services LLCBarton Financial ServicesBarton & Barton LLCBartonFinancialGroupSIC Code 62,628NAICS Code 52,523Show more

Barton Financial Group Org Chart

PhoneEmail
ZB
United States flag for contact location.

Certified Financial Planner & Founder

PhoneEmail
WP
United States flag for contact location.

Associate Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barton Financial Group

<$5M
1-10
Private
-
2002
ZB
Zachary BartonCertified Financial Planner & Founder
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
-
BP
Brandon PamphileVice President
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2009
LI
Leonard IsaacsPresident & Founder
<$5M
1-10
Private
-
2017
DM
Daniel MatthewsFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Barton Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Barton Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Barton Financial Group.

Barton Financial Group Tech Stack

A closer look at the technologies used by Barton Financial Group

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Frequently Asked Questions Regarding Barton Financial Group

What is Barton Financial Group's official website?
Barton Financial Group's official website is www.bartonfinancialgroup.com
What is Barton Financial Group's Revenue?
Barton Financial Group's revenue is <$5 Million
What is Barton Financial Group's SIC code?
Barton Financial Group's SIC: 62,628
What is Barton Financial Group's NAICS code?
Barton Financial Group's NAICS: 52,523
How many employees does Barton Financial Group have?
Barton Financial Group has 1-10 employees
What industry does Barton Financial Group belong to?
Barton Financial Group is in the industry of: Finance, Securities Trading
What is Barton Financial Group competition?
Barton Financial Group top competitors include: Lindblad Financial Group, NYLIFE Securities, Beaver Financial Group, High Peaks Wealth Strategies
What technology does Barton Financial Group use?
Some of the popular technologies that Barton Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, YouTube, Neustar UltraDNS
How do I contact Barton Financial Group?
Barton Financial Group contact info: Phone number: (512) 686-7589 Website: www.bartonfinancialgroup.com
What does Barton Financial Group do?

Barton Financial Group is an independent fee-only fiduciary that specializes in helping busy professionals organize and simplify their finances. They offer a range of services including investment management, tax preparation, and estate planning, focusing on delivering personalized service combined with user-friendly technology. Their clients prima... rily come from the legal, healthcare, and high-tech industries, who delegate their financial tasks to the firm to focus on their careers and personal lives. The company emphasizes a commitment to transparency and client satisfaction, offering guarantees on their financial planning services.Read More

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

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