Barton Financial Management Group

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

784 Summit Ave, Oconomowoc, Wisconsin, 5...

Phone Number

(262) 672-6865

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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Jul
ZI Rank
1
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1
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About Barton Financial Management Group

Barton Financial Management, LLC specializes in providing comprehensive and unbiased financial advice to federal employees and their families. With over 23 years of experience, the firm focuses on helping clients understand and maximize their federal benefits for a comfortable retirement. The services offered include personalized benefit analysis, agency seminars, and educational resources aimed at enhancing financial literacy. The company is dedicated to empowering clients by ensuring they receive everything they are entitled to regarding their financial planning.Explore more
Barton Financial Management Group's Social MediaPopular SearchesBarton Financial Management GroupBarton Financial Management LLCSIC Code 62,628NAICS Code 52,523Show more

Barton Financial Management Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barton Financial Manageme...

<$5M
1-10
Private
-
2020
WJ
Wendy JannyOffice Manager
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2003
LB
Lesa BayerClient Service Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Barton Financial Management Group Tech Stack

A closer look at the technologies used by Barton Financial Management Group

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Frequently Asked Questions Regarding Barton Financial Management Group

What is Barton Financial Management Group's official website?
Barton Financial Management Group's official website is www.bartonfmg.com
What is Barton Financial Management Group's Revenue?
Barton Financial Management Group's revenue is <$5 Million
What is Barton Financial Management Group's SIC code?
Barton Financial Management Group's SIC: 62,628
What is Barton Financial Management Group's NAICS code?
Barton Financial Management Group's NAICS: 52,523
How many employees does Barton Financial Management Group have?
Barton Financial Management Group has 1-10 employees
What industry does Barton Financial Management Group belong to?
Barton Financial Management Group is in the industry of: Finance, Securities Trading
What is Barton Financial Management Group competition?
Barton Financial Management Group top competitors include: Lindblad Financial Group, Great Lakes Wealth Advisors, Hamilton Wealth Management, Copper Canyon Wealth Management
What technology does Barton Financial Management Group use?
Some of the popular technologies that Barton Financial Management Group uses are: Drupal, AppRiver, Adobe Typekit, Microsoft 365
How do I contact Barton Financial Management Group?
Barton Financial Management Group contact info: Phone number: (262) 672-6865 Website: www.bartonfmg.com
What does Barton Financial Management Group do?

Barton Financial Management, LLC specializes in providing comprehensive and unbiased financial advice to federal employees and their families. With over 23 years of experience, the firm focuses on helping clients understand and maximize their federal benefits for a comfortable retirement. The services offered include personalized benefit analysis,... agency seminars, and educational resources aimed at enhancing financial literacy. The company is dedicated to empowering clients by ensuring they receive everything they are entitled to regarding their financial planning.Read More

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

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