Casey Barrett Financial & Insurance Services
Business details
- Category
- Financial Services · Financial advisor
- Address
- 50 Old Courthouse Sq #601, Santa Rosa, CA 95404
- Phone
- (707) 595-7956
- Website
- caseybarrettfinancial.com
- County
- Sonoma County
Hours
- Monday: 8 AM–6 PM
- Tuesday: 8 AM–6 PM
- Wednesday: 8 AM–6 PM
- Thursday: 8 AM–6 PM
- Friday: 8 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
Santa Rosa and Sonoma County households turn to Casey Barrett Financial & Insurance Services for financial guidance that helps them plan with confidence. We are a financial advisory practice serving individuals and families across Santa Rosa and the North Bay.
Our work centers on helping clients organize their finances, think through their long-term goals, and make informed decisions about their future. We take the time to understand each client's situation before recommending a path forward, so every plan fits real life.
Our approach is built on clear communication, so you always know what we are recommending and why.
Book online through our website to schedule a conversation about where you are headed.
Our work centers on helping clients organize their finances, think through their long-term goals, and make informed decisions about their future. We take the time to understand each client's situation before recommending a path forward, so every plan fits real life.
Our approach is built on clear communication, so you always know what we are recommending and why.
Book online through our website to schedule a conversation about where you are headed.