Barton Financial Services, Inc. is an independent financial planning, retirement and estate planning services firm that provides a customized approach to align your financial resources, goals and values. Our goal is to fulfill your individual, couple, family, or business aspirations by providing knowledgeable, caring and responsive financial advice and strategies. We believe that values make a difference.
Your interests always comes first. Our relationship is based on integrity, trust and empowerment. Your unique circumstances provide context for advice we offer.
• We establish a clear concept of what you want with your unique vision and goals defined. • We listen, clarify and provide strategies to your objectives. • We adhere to the highest professional ethics and educational standards. • We deliver consistent levels of service. • We honor your privacy and ensure the confidentiality of your information.
We provide and empower the choices you make.......for life.