BARR Financial Services LLC - Winter Park (FL)

Uriel Ruiz Andrea Pinto and the gentlemen D. have helped my family and me bank here for many years. Excellent service, response time, and very kind. Thank you!

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.

Erin Shields You can only attend zoom meetings to get a hold of these people and if youre a few minutes late they will drop you off the waiting list right away and youll have to reschedule your appointment. Terrible service.

Stephen Lombardi Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.

Krystal Volpe Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!

Rhonda Williamson Don’t go during your lunch break! They only have one cashier running the inside and drive through. I walked in with two people ahead of me and didn’t and waited for 45 minutes.

CC Hight I highly recommend this place… The ladies who run this place are so sweet and caring!! If you need any kind of assistance they will help you out.

Darryl Randall Stuart Chamberlin was simply amazing to work with! Super well organized and he was very patient with us as we worked through the various products to assist us in retirement. While he is an expert and really knows the ins/outs of all the financial instruments, his special talent is tailoring his approach to each individual client so they get to exactly where they need to be........big thanks to Stuart and will do more biz going forward.