Wealth Management Expertise

 
 
 
 EXCELLENT  
 
 13 reviews on
 
 
 
 
  
 
 
 
  
 
 
 Christian Petersen 
 
2024-03-23
 
 
  
 
Jeff has been our financial advisor for over three years. He is a highly responsive, reliable, and trustworthy financial partner. He  consistently demonstrates market expertise and the utmost professionalism. We have benefited from his sound advice and investment decisions to date and feel confident in his skills and, equally importantly, his integrity to steward our investments for our future.
  
 
 
  
 
 
 
  
 
 
 William Ondo 
 
2024-03-16
 
 
  
 
Jeffrey Barnrtt  has made me happy Iwas his first client  he is very trustworthy  I highly recommend him.
  
 
 
  
 
 
 
  
 
 
 Jessica Emus 
 
2024-03-16
 
 
  
 
I was looking for a financial advisor who could advise me on an appropriate asset allocation based on my risk profile, age and retirement goals.   Jeff was recommended to me by a friend and when we met, Jeff ticked all the boxes for me.  He is responsive to all of my questions and his fee structure is reasonable and transparent.  I rest easy knowing that my financial planning is in the hands of a trustworthy and talented professional.
  
 
 
  
 
 
 
  
 
 
 Carl Kirschner 
 
2024-03-15
 
 
  
 
I have always known Jeff to be outstanding as a financial advisor. He knows the relevant information and what is important vs what is popular. He takes the time to listen to my goals and concerns while always keeping me informed. He is a wise, trustworthy and caring professional who stands above the rest. I  appreciate his values of caring and involvement in his community.
  
 
 
  
 
 
 
  
 
 
 Josh & Margaret Weiss 
 
2022-07-26
 
 
  
 
Jeff and I worked together a number of years ago when we were both at TIAA Asset Management.  After we left, I heard that he had started Fintegrity.  My wife and I wanted to hire a financial advisor, and once we met with Jeff we both knew he was the right choice.

Since signing on with Fintegrity, we have found Jeff to be incredibly responsive, even to my sometimes middle-of-the-night inquiries.  He's smart and knowledgeable.  But most importantly, he has been a calming voice during this current market volatility, which is really the reason we wanted to hire him.  Where I might have (probably would have) panicked and sold, Jeff has a steady hand and a calm approach.

We have recommended Jeff to two of our close friends, and we will continue to refer friends and acquaintances to him.
  
 
 
  
 
 
 
  
 
 
 Jean Berkwitt 
 
2020-10-14
 
 
  
 
Given our age we have had several financial advisors through the years and none have helped us as much as Jeff.  His ability to carefully listen to our needs and quickly respond with appropriate concrete financial strategies is impressive.  His clarity of thought and ability to verbalize his thinking in ways that make sense to us is unusual.  His extraordinary patience, low key demeanor and confident interaction style all combine to make him a serious and trustworthy partner in the management of our investments and the health of our financial future.
  
 
 
  
 
 
 
  
 
 
 Susan Drozdowski 
 
2020-09-28
 
 
  
 
I highly recommend Fintegrity and Jeff Barnett as your advisor to guide you through your important life planning exercises. I've worked with Jeff for many years and his integrity, dedication and investment knowledge is admirable. Jeff has been taking care of my sister and brother-in-law as they transitioned to retirement and has been guiding and supporting my BIL through the passing of my sister. I couldn’t have asked for a better advisor and support structure for my family during difficult times.
  
 
 
  
 
 
 
  
 
 
 Aimee Puglisi 
 
2020-09-26
 
 
  
 
I highly recommend Jeff Barnett, President at Fintegrity, for your financial planning and investment needs. I have known Jeff for many years and was excited when he started Fintegrity. I had previously invested with two other large financial institutions and was not receiving the personalization or returns that I was seeking. I talked to him about his company's purpose and objectives, and placed my trust in him. Jeff is always available to communicate and strategize with me regarding my investments, and is extremely knowledgeable, personable, and professional.
  
 
 
  
 
 
 
  
 
 
 David Muskatel 
 
2020-09-23
 
 
  
 
I highly recommend Jeff as a financial advisor. I've known Jeff for decades and he has a breadth of experience both in the corporate setting as well as working one on one to advise clients on investing and wealth management. Jeff guides clients through financial planning as well as transition during times of change. Jeff has been a counsel to me on investments for many years and I appreciate his long term focus while being close to the current market environment to minimize risks.
  
 
 
  
 
 
 
  
 
 
 Steve Kapner 
 
2020-09-23
 
 
  
 
We have worked with Jeff through ups and downs in the market, and we trust his advice and care in the face of uncertainty. He works hard to really understand our financial planning needs, cares deeply about delivering, and is an absolute pleasure to work with.
  
 
 
  
 
 
Load more