TAFOYA BARRETT AND ASSOCIATES PC: Financial Expert Providing Professional Services with Years of Expertise
TAFOYA BARRETT AND ASSOCIATES PC is a financial firm that offers expert advice and assistance to individuals, families, and businesses in managing their finances. With years of experience and a team of skilled advisors, they provide comprehensive financial services tailored to meet the unique needs and goals of their clients.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice and strategies based on clients’ specific goals and risk tolerance
- Provides a diverse range of financial services including investment management, retirement planning, tax planning, and more
- Assists clients in creating and maintaining a solid financial plan to achieve long-term financial stability
- Constantly monitors and reviews clients’ portfolios to ensure they are aligned with their goals and objectives
Facts and Insights:
TAFOYA BARRETT AND ASSOCIATES PC has been in the financial industry for over 15 years, serving clients nationwide. With a team of experienced advisors and a client-focused approach, they have earned a reputation for providing high-quality financial services and building long-lasting relationships with their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5+ | 15+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
- Education Planning
Client Types:
- Individuals
- Families
- Small Business Owners
- Corporate Executives
- High Net-Worth Individuals
Fees & Compensation:
TAFOYA BARRETT AND ASSOCIATES PC operates on a fee-based model and charges a percentage of assets under management as their main form of compensation. For specific fees and more information on their compensation structure, clients can directly contact the firm.
Background:
The firm was founded by John Tafoya and Jane Barrett, who have over 30 years of combined experience in the financial industry. They established TAFOYA BARRETT AND ASSOCIATES PC with the idea of providing unbiased and customized financial advice to their clients.
Financial Advisor Disclosures to Know:
- TAFOYA BARRETT AND ASSOCIATES PC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)
- The firm has no legal or regulatory disclosures