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Investing With Integrity

Bartlett Financial believes in empowering individuals, families, and business owners and increasing the confidence level they have with their financial position. We believe that it’s all about quality of life, and we hope to assist you in pursuing your financial goals, today and in the future.

We partner with individual investors and their families and seek to maintain customers for life by providing personalized service, and treating each client with the utmost respect. We approach our business with honesty, trust, and professionalism. Our focus is on you, and providing objective information based on the current market and your unique situation. Many of our clients have become good friends and referred us to their loved ones because we work hard to provide excellent service

Having been born and raised in Conroe; Cody Bartlett, believes in giving back to the community that has given so much to him. This is evidenced by his involvement in many organizations around Montgomery County and his dedication to helping our friends and neighbors make sound financial decisions.

Contact us today to see how our personalized, experienced approach can help you and your family.

Client Centered

Without any conflicts of interest we put your needs first.

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