We are an financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security utilizing insurance and investment products.
With Barnett Financial & Tax, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.
We’re happy to meet with you whenever is most convenient for you. Contact us at firstname.lastname@example.org or call us at 800.425.7044 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.
By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.
At Barnett Financial & Tax (BFT), we are dedicated to providing individuals, families and businesses with quality financial products and services for the achievement of their goals and objectives. Founded in 1990 we are an accredited member of Better Business Bureau.Learn More About Us