About Barton Financial Group, LLC
Reviews for Barton Financial Group, LLC
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Barton Financial Group, LLC is a comprehensive financial management firm that specializes in helping clients develop personalized strategies to achieve their short and long-term financial goals. The team, led by President Zachary Barton, holds various financial and insurance licenses, ensuring expertise in investment, retirement planning, risk management, and estate conservation. Clients praise the exceptional personalized service, tailored investment strategies, and the team's availability. Zach and his colleague Will are described as knowledgeable, trustworthy, and direct, making the complexities of money management and investing simple and flexible. Barton Financial Group has been crucial in creating financial stability for families, earning an A++ rating from satisfied clients.
After my previous financial advisor retired, I spent time looking for a new one. Zachary was the clear choice. He is very smart, keeps up with the latest rules and regs, and is trustworthy and professional.
Zach and Will provide exceptional personalized financial advice and they are always available when needed. Barton Financial Group is the perfect combination of small business customer service and tailored investment strategies.
Zach (and now Will) have been helping our family for many years; With Zach, we've been able to build a reasonable plan for retirement, despite our late start and general disorganization! He is personable, knowledgeable, kind, trustworthy, and direct.