"The Voices of Investment Experience"
"The delivery of quality financial services is a process that requires Commitment, Communication, Candor and Confidence on the part of the investor and the investment advisor. These 4C's are the very backbone of financial success and have characterized my approach for 43 years. The Barrell Investment Group offers free, no obligation consultations by appointment. Discover how the four C's could benefit you and your investments."
The Barrell Investment Group team is dedicated to providing client-driven results. We ask, ask and ask again how you wish to be treated; what has worked or not worked for you in the past financially; and then present a clear, understandable blueprint for reaching your goals.
Once your financial plan is in place, we monitor the investment choices and the asset allocation regularly to make sure we stay on track.
No one plans to fail. But many fail to plan. The Barrell Investment Group Team believes that it is our mission to help clients formulate a workable financial plan and to assist clients with the plan through fruition.
The greatest challenge today is the many side currents that can distract clients from reaching their goals.
Inflation, taxes, fear, volatility, risk aversion and the constant pull of children's needs against parent's desire for a gratifying retirement can put road blocks in the way of financial success.
As your financial advisors, we embrace those challenges and act as your coach, mentor, friend, Dutch uncle, to see that you get where you want to go. We are never the boss - you stay in control.
Give us a chance to prove our merit. We outline all costs before any decision is made and there is never a charge for the initial consultation.
We like what we do and enjoy helping clients build and maintain wealth.
David W. Barrell
President
Securities offered through Westminster Financial Securities, Inc. 865 South Dixie Drive, Vandalia, OH 45377
Member FINRA/SIPC