Andy Barton
Financial Advisor at Peak Retirement Planning, Inc
Based in Dublin, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Dublin
Industry
Financial Services
Company size
36
Contact information
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a•••••••@peakretirementplanning.com
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Background
About Andy Barton
Facet Wealth is an RIA founded to provide holistic financial planning and investment management to the mass-affluent. Each client will create a comprehensive plan with a dedicated CFP® professional, for an affordable monthly fee. We partner with other RIA's as a complement to their practices, and a referral partner for prospects/clients that don't satisfy their minimum/niche. We also offer a financial wellness package to employers that provide employees with a free financial coaching session to choose the correct benefits for their particular situation.
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