Brian Barrett, Financial Advisor - Casey Barrett Financial & Insurance Services
Business details
- Category
- Financial Services · Financial advisor, Financial planner
- Address
- 50 Old Courthouse Sq #601, Santa Rosa, CA 95404
- Phone
- (707) 595-7956
- Website
- caseybarrettfinancial.com
- County
- Sonoma County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Brian Barrett, Financial Advisor - Casey Barrett Financial & Insurance Services, we help households across Santa Rosa and Sonoma County plan with confidence for the years ahead. We work as financial advisors and financial planners, bringing together investment guidance and insurance services under one roof.
Our approach starts with understanding your goals, your income and the priorities that matter most to your family or business. From there, we build clear, practical plans that can be adjusted as your life and the markets change.
Whether you are saving for retirement, protecting what you have built or simply looking for a steady second opinion, we are here to help you make informed decisions.
Explore our services on our website, or call or stop by to schedule a conversation about your financial future.
Our approach starts with understanding your goals, your income and the priorities that matter most to your family or business. From there, we build clear, practical plans that can be adjusted as your life and the markets change.
Whether you are saving for retirement, protecting what you have built or simply looking for a steady second opinion, we are here to help you make informed decisions.
Explore our services on our website, or call or stop by to schedule a conversation about your financial future.