Senior Wealth Management Associate / Operations Professional at Barrett & Co - Providence, RI, US
Barrett & Company is a full service investment firm. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent firms in the Country today.Our Philosophy~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...For more information and disclaimers, please visit us at: http://www.barrettandcompany.com