Barzen & Associates

Categories

FinanceInvestmentsConsultantsInsurance-FinanceWoman/Minority Owned

About Us

Helping others build strong financial houses is what I love doing. Many clients have worked with me for over 20 years. Through comprehensive planning I help look at all the 'What if....' scenarios that could impact them. Listening allows me to understand goals and fears around money. I then guide on work benefits, 401k, existing investments, and design a roadmap of how to reach your financial goals. I have been with Ameriprise for over 25 years. I am a CFP, Certified Financial Planner, and licensed in insurance and securities/investment. If you want to build a strong financial house, I would love to be your builder!

Highlights

  • Comprehensive financial planning
  • Investment review and advice
  • 401k and work benefits review
  • Life, long term care and disability insurance and advice
  • Retirement income planning

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Kristy R. Barzen, CFP

Rep/Contact Info

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Kristy R. Barzen
Certified Financial Planner