Wes Barrett and Hy have been married 50 years and have four children and three grandchildren. Wes and Hy live in the mountain community of Pine Valley, California.

Barrett Financial Services, Inc.
Phone: 619-473-8727
Toll Free: 1-800-222-4080
P.O. Box 476
Pine Valley, CA 91962

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Welcome to Barrett Financial Services, Inc.

You’ve had to go the extra mile to get where you are today. As you look forward to your retirement, why would you expect less from your financial advisor?

Wes Barrett is a dedicated professional who has made a name for himself by going the extra mile to make a difference in his clients’ financial futures.

Call (800) 222-4080 during regular office hours and get a live person that will help you learn how to receive a positive difference in your financial future.

Historically, you may have purchased financial or insurance products and then found out how they affected your retirement planning later. Surveys of affluent Americans consistently tell us that their major frustration is their advisors should be more proactive about future issues that might affect their financial well being.

Many financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and your estate plan.

Our simple, no obligation, 3 Step Review is a great way of helping you get a handle on your true needs and desires and whether or not your current strategies match up with your plans for today and your future.

The wonderful benefit of our 3 Step Review is that it applies to any financial decision or concern you have, and it helps you stop your money from falling through the cracks, and it assures that any major financial decision is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.

Learn more about our 3 Step Review now by calling (800) 222-4080 or Contact us today.

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Wes Barrett and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Wes Barrett.