At Casey Barrett Financial, we believe that financial success is, at its core, fueled by strategy, confidence, and having the right advisors by your side. Financial planning is an act of creating a secure, strategic, and confident future for you and the people you care about. We believe in a different kind of wealth management—one that prioritizes education, strategic planning, and long-term finan
cial success. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Casey Barrett Financial & Insurance Services, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Casey Barrett Financial & Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Casey Barrett Financial & Insurance Services
50 Old Courthouse Square
Suite 601
Santa Rosa, CA 95404
Office: 707-595-7956
AR License #18802708
CA License
