Barrett & Company, Inc.

Providence, RI 11–50 employees 1 principals

Last updated 3w ago

About Barrett & Company, Inc.

Barrett & Company, Inc. is a real estate operator headquartered in Providence, RI. Barrett & Company, Inc. operates in Providence, Rhode Island.

Barrett & Company, Inc. is an independent investment and wealth management firm headquartered in Providence, Rhode Island. Founded in 1928, the company has operated for approximately 98 years and is one of the older independent investment firms in New England. Its current team includes about 9 investment, wealth management, operations, and client-service professionals. The company focuses on investment advisory, brokerage, financial planning, and wealth management services for individuals, families, and retirement-plan clients. Its investment services include stocks, mutual funds, ETFs, bonds, government securities, brokerage accounts, IRAs, 401(k) plans, 403(b) plans, pension plans, and 529 college savings plans. Barrett & Company also provides retirement, estate, tax, insurance, education, charitable-giving, cash-flow, and portfolio planning. The firm is registered with the SEC as an investment adviser and operates as a broker-dealer across 19 U.S. states, with its primary office located at 42 Weybosset Street in Providence.

Principals at Barrett & Company, Inc.

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