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Our Investment Philosophy

Client Centered

We believe every successful investment portfolio is built on a foundation of solid, personalized financial advice and guidance.  At Barrett & Company we apply this strategy in a twofold process; our consistent focus and support in assisting our clients create and maintain a clear financial strategy, along with applying an active opportunistic investing approach, utilizing a wide range of financial products, to provide our clients the opportunity to reach their unique goals.

Our commitment to your financial success is why we have been in business for over 85 years...