About Us
Meet Barry
At Eckstein Financial we take great pride in the service we provide for our clients. Weather someone needs help planning for retirement, learning how to best control future taxes, how to cost effectively provide security for family or business associates, or just better understanding of what they currently have, we are always ready to help! We want to be a source of information first and foremost. When that information leads to a solution for a financial problem, we will help with the implementation to make it happen. As mentioned before, we are here to provide Peace of Mind, and that comes with solved problems!
We have been offering financial services for nearly four decades. This began in Colorado long ago and has over time created client relationships with hundreds of people in at least a dozen states. During this wonderful experience I have observed many things about people’s financial behaviors. Perhaps the most obvious is the bottom-line desire nearly everyone has for financial “peace of mind”. In the beginning I didn’t think of what I was doing in these terns. But I soon came to realize that is exactly what we were trying to provide for our clients! Peace of mind is in a nutshell the service we provide! Clients may not think about their long term financial picture every day, but when they do those thoughts should be of accomplishment and contentment, knowing that things are financially as they wish them to be. We want our clients to feel confident that their money is hard at work creating the financial security they are looking for. There are enough stressful things in this life! Worrying about the financial future does not need to one of them!
Our Commitment
At Eckstein Financial, we take great pride in the quality of service we provide for our customers.
Whatever your financial questions, concerns, or objectives may be we are here to help! As independent agents and advisors we feel we have a fiduciary responsibility to every client. We have no contractual, or any other kind, of obligation or commitment to any particular financial institution. We routinely research dozens of financial service companies to seek out the best alternatives for each client’s circumstances. This is the normal process regardless of what the clients’ objectives or needs may be.
We would welcome an opportunity to discuss your financial questions and goals with you. There is no cost or obligation for such a discussion or meeting.
