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.
October 2025
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.
September 2025
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.
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.