Barrett Financial Services

barrett financial services is a hands on financial services firm. we believe that planning only begins with managing assets, there is much more that can be done to enhance clients lives. we believe that planning is a process that looks at where you are today, where you want to be in the future and how things that you care for more than money will impact the journey. for us planning is a journey, not a one time event. securities offered through lpl financial, member sipc. www.sipc.org investment advice offered through wcg wealth advisors, a registered investment advisor. wcg wealth advisors and barrett financial services are separate entities from lpl financial. the lpl financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: ak, al, ar, az, ca, fl, ga, id, ma, md, mt, nc, nm, nv, or,va,wa & wy. third party posts found on this profile do not reflect the views of lpl financial and have not