Whether you’re interested in planning for retirement, saving for your children’s education, or finding new ways to build your portfolio, Barre & Company LLC has the expertise to help you meet your goals.
We understand that choosing a financial professional is a very important decision, since it deals with your financial well-being. Because of this, we want to make sure that you understand and feel comfortable with your options prior to making decisions. First, we like to understand your current financial/investment situation and objectives and then evaluate areas where we can add value while helping you meet your objectives. Second, in order for you to gain a comfort level with us and to make sure we’ve properly understood your objectives, we share our financial recommendations with you. These meetings are on a no-obligation basis, and all information is treated confidentially. After you’ve seen what we think about your situation and how we can help you meet your goals, you are in a much better position to make an informed decision on whether we are the best firm for you.
If you are interested in becoming a client of Barre & Company LLC, you can contact us by telephone or email.
We’re looking forward to hearing from you.