Testimonials
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Clients Say
Read What
Our
Clients Say
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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.
Josh & Margaret W.
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
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.
Jean B
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
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.
Aimee P
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
I can’t say enough about Fintegrity and highly recommend them for financial planning and investment management services. The name says it all – “Integrity”. From my perspective, the firm applies an ownership mindset and manages clients’ money with the same attention to detail and focus as if it was their own. I highly recommend.
John H
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
Before working with Jeff Barnett at Fintegrity, my family and I were looking for stronger results and a highly competent advisor we could trust. Since we began working together in late 2023, our portfolio has significantly exceeded its market benchmark and performed better than I had hoped. Jeff has kept our investments aligned with the long-term plan we agreed on, strategically investing in individual stocks and bonds rather than a collection of generic funds.
What I value most is the peace of mind that comes from having a fiduciary who understands our situation in detail and always puts our interests first. Jeff is analytical, responsive, and exceptionally consistent. He personally manages our accounts, and we always deal directly with him—never with junior staff or a rotating cast of advisors. He explains his thinking clearly, answers questions promptly, and his humility and integrity show in every interaction. I’ve trusted him enough to refer two other family members who are now also clients.
Herb T
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
Jeffrey Barnett has made me happy. I was his first client. He is very trustworthy I highly recommend him.
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
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.
Christian P
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
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.
Jessica E
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
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.
Steve K
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
Jeffrey Barnett is easily the most trustworthy, competent and caring person I have ever had the honor to work with. I would highly recommend his integrity, knowledge and professionalism. I cannot say enough about how Jeff goes above and beyond my expectations consistently, and that is saying a lot.
Alison B
— Current Fintegrity client. Uncompensated. No known material conflicts of interest.
About these testimonials: The statements above are testimonials from current clients of Fintegrity LLC. No cash or non-cash compensation was provided by Fintegrity, directly or indirectly, in exchange for any of these testimonials. Fintegrity is not aware of any material conflicts of interest on the part of the clients providing these testimonials arising from its relationship with them. Each testimonial reflects one client’s personal experience. Individual experiences are not necessarily representative of other Fintegrity clients’ experiences and are not a guarantee of any investment outcome or future performance. Investing involves risk, including possible loss of principal.