Barrios Financial Services

Financial consultant in Germantown, TN (show on map)

5.0

★★★★★

1 reviews

Barrios Financial Services is a financial consultant located at 9055 Forest Centre Way, Germantown, TN.

Call (901) 850-2127

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About

Barrios Financial Services is a financial consultant located at 9055 Forest Centre Way in Germantown, TN. The firm offers personalized financial guidance and aims to build long-term client relationships.

Services include retirement planning, asset protection, insurance strategies and estate planning support. Contact the business directly to confirm current offerings.

Independent, disciplined, and objective financial advice

Full disclosure of all fees

Ongoing portfolio review and monitoring

Personalized, hands-on service for individuals and families

Services

Retirement Planning

Helps clients develop, implement, and monitor retirement income plans and strategies to ensure financial independence.

Insurance & Asset Protection

Reviews and updates personal and business insurance to cover risks and protect income, life, and home.

Estate Planning

Coordinates estate plans with attorneys, CPAs, and insurance agents to carry out client wishes and provide for loved ones.

Investment Guidance

Focuses on growth and management of portfolios aligned with client goals rather than performance statistics.

Tax Coordination

Coordinates financial plans with CPAs or tax preparers to help maximize earnings and minimize tax liability.

Financial Education

Educates clients about financial concepts and products to take the mystery out of investing, insurance, and estate conservation.

Credentials & Certifications

CFP® certification for lead professional

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What financial planning services does Barrios Financial Services offer? +

The firm offers retirement planning, insurance and asset protection, estate planning, investment guidance, tax coordination, and financial education.

Does the firm provide ongoing support after a plan is created? +

Yes, the firm provides ongoing review and monitoring of client portfolios and plans.

What geographic areas does the firm serve? +

The firm serves clients in Alabama, Arkansas, Arizona, California, Florida, Kentucky, Massachusetts, Missouri, Mississippi, South Carolina, Tennessee, Texas, and Utah.