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

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

<strong>Client Centered</strong>

Client Centered

Independent professionals committed to keeping your interests in mind

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<strong>Shared Values</strong>

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<strong>Community Involvement</strong>

Community Involvement

We take pride in giving back to the community in which we call home

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<strong>Infinite Resources</strong>

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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Words of Wisdom

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

- Robert Kiyosaki

<b>Your goals are our goals.</b>

Your goals are our goals.

As a financial professional, I am committed to helping people just like you create investment strategies for their hard earned assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with your specific goals.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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