Barrios Financial Services
- Company typePrivate
- Founded-
- HeadquartersCollierville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Barrios Financial Services firmographics
Firmographics- Name
- Barrios Financial Services
- Legal name
- Barrios Financial Services
- Website
- https://barriosfinancial.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Barrios Financial Services is headquartered
LocationHeadquarters
- HQ city
- Collierville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Barrios Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: Wealth management and financial advisory services delivered through securities and investment advisory offerings. Services include retirement planning, insurance and asset protection, estate planning, and investment management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personalized financial advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Barrios Financial Services product offering
Product offeringCore offering
Barrios Financial Services is an independent financial advisory firm that delivers personalized retirement planning, investment management, insurance and asset protection, estate planning, and tax coordination services to individual clients. Services are rendered through one-on-one advisory relationships and supported by a web-based client portal, with securities and investment advisory offerings executed under Osaic Wealth, Inc. (FINRA/SIPC). The firm is licensed to serve clients residing in AL, AR, AZ, CA, FL, KY, MA, MO, MS, SC, TN, TX, and UT.
Product overview
Barrios Financial Services is a financial advisory firm that offers a unified set of financial planning services rather than a modular software platform. The firm provides Retirement Planning, Financial Planning, Insurance & Asset Protection, Estate Planning, Tax Planning/Coordination, and Investment Management services. These services are delivered through personalized, hands-on advisory relationships focused on helping individuals develop sound retirement strategies and protect their wealth. The company is independent and not captive to any product companies, offering objective advice based on individual client needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Retirement planning services that help individuals develop sound retirement strategies, including allocation of financial resources toward retirement, setting aside money, and planning for financial independence. Designed for individuals approaching or already in retirement.
- Insurance & Asset Protection Insurance and asset protection services covering life insurance, disability insurance, long-term care insurance, and estate planning strategies designed to protect client income, life, and assets from unexpected events.
- Financial Planning Comprehensive financial planning service covering protection, estate planning, retirement income planning, tax strategies, and investment management to help clients achieve their financial goals.
- Estate Planning Estate planning services ensuring clients' estate plans provide peace of mind and properly care for loved ones, coordinated with attorneys, CPAs, and insurance agents as needed.
- Tax Planning/Coordination Tax planning and coordination services that help clients maximize earnings by minimizing tax obligations, working with CPAs and tax preparers to integrate tax strategy with the broader financial plan.
- Investment Management Investment management services focused on growth and portfolio management to pursue client goals, with an emphasis on ongoing review and monitoring of client portfolios.
Companies that use Barrios Financial Services
Customer profileSegments2 records
Ideal customer profiles2 records
Barrios Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Barrios Financial Services partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
Barrios Financial Services competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Barrios Financial Services social profiles
Digital presenceBarrios Financial Services compliance and trust
Trust signalCompliance2 records
Barrios Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Barrios Financial Services leadership team
Management profileNumber of profiles
Profiles3 records
Barrios Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Barrios Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Barrios Financial Services
What does Barrios Financial Services do?
Barrios Financial Services is an independent financial advisory firm that delivers personalized retirement planning, investment management, insurance and asset protection, estate planning, and tax coordination services to individual clients. Services are rendered through one-on-one advisory relationships and supported by a web-based client portal, with securities and investment advisory offerings executed under Osaic Wealth, Inc. (FINRA/SIPC). The firm is licensed to serve clients residing in AL, AR, AZ, CA, FL, KY, MA, MO, MS, SC, TN, TX, and UT.
Is Barrios Financial Services a public or private company?
Barrios Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Barrios Financial Services founded?
Barrios Financial Services was founded in -1. It employs 1 to 10 people.
Where is Barrios Financial Services based?
Barrios Financial Services is headquartered in Collierville, United States, in the North America region.
How does Barrios Financial Services make money?
One revenue line is on record: financial Advisory Services.
Does Barrios Financial Services have an API?
No public API is recorded for Barrios Financial Services.