Barzen & Associates
Categories
FinanceConsultantsInsurance-FinanceInvestments
Hours:
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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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