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BARR Financial Services, LLC
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Categories
Financial Planning
Hours:
Monday - Friday 9:00 AM - 4:30 PM
About Us
BARR Financial Services is a fee-based, full-service financial planning and wealth management firm. We guide our clients through the financial landscape by empowering them to make confident and informed financial decisions. Our highly structured counseling and coaching process is specially designed to illuminate the many aspects of financial wellness, with the goal of helping our clients align their resources in a way that brings them comfort. BARR’s multi-disciplinary team of advisors collaborate deeply on each relationship to offer informed, coordinated and comprehensive financial plans. Topics covered in our financial plans include investment management, tax planning, retirement planning, risk management, cash flow management, family planning, distribution planning, and estate conservation.
Securities offered through Triad Advisors LLC, Member FINRA/SIPC. Advisory services offered through BARR Financial Services LLC. Triad Advisors and BARR Financial Services LLC are unaffiliated entities.
Rep/Contact Info
Eva BlosserCrystal GarciaMr. Michael StewartMs. Cary VanDermarkView Personal BioMr. Kirk Barr YoungKirk Barr Young is President and Founder of BARR Financial Services, LLC, a full-service, fee-based financial planning and wealth management firm. Kirk's coaching approach to comprehensive financial life planning assists families in creating, protecting and transferring wealth in accordance with their family mission statement.Mr. Kirk Barr YoungCFP ChFC CLU CDFA President & Founder- Phone: (407) 622-0018
- Fax: (407) 478-5098
- Send an Email
- 2160 North Park Avenue Winter Park FL 32789
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