What Our Clients
are Saying
Read Reviews,
Invest with Confidence
What Our Clients are Saying
Read Reviews,
Invest with Confidence
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.
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
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
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
Jeff Barnett is a brilliant, analytical thinker with much to offer in addition to his great expertise in investing and financial planning. We rely on Jeff as a trusted advisor regarding our financial future including various recommendations or thoughts about important decisions somewhat beyond investing and financial planning. One meeting with Jeff and you will recognize all of the above coupled with his absolute integrity and humility. I cannot more highly recommend Jeff Barnett and Fintegrity.
Herb T
Jeffrey Barnett has made me happy. I was his first client. He is very trustworthy I highly recommend him.
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
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
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
For clients seeking standalone planning without asset management, fees typically start at $10,000, depending on complexity.
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_