At Bar G Financial Services, we are proud to be a part of the Dave Ramsey Smartvestor program. We strive to help our clients migrate through the complicated world of investing. As part of the Dave Ramsey Smartvestor program, we follow the Dave Ramsey philosophy of educating our clients about their potential investment choices. With almost 20 years of experience in the investment industry, we aim to establish long-term relationships with our clients through education and sound, practical investment advice. As a father of four boys, I understand the challenges of preparing for retirement, college and other financial goals and the stress that goes along with each of these decisions. If you are interested in a straightforward discussion about your financial future, give my office a call. I would be happy to help develop a strategy that will work for you.
Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
At Bar G Financial, we provide expert assistance in the following areas:
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