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portrait of Benjamin R Barrett
FINANCIAL ADVISOR

Benjamin R Barrett

20 Red River Ave S #210, Cold Spring, MN 56320opens in a new window
Accepting New Clients
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About Benjamin

Our business has been built working with individuals on all serious financial aspects of their lives. Most of the people we work with are leaders in their fields, business owners and those that see true value in working with professionals. Jodi and I spend considerable time seeking to understand what's most important in your life, so we can deliver a valuable relationship in achieving your financial wellness.

With this, we:
1. Get to know you and your family on a deep level.
2. Listen with intention to understand what's most important to you.
3. Document your goals in a way that you find meaningful...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2019 to Current

Education

  • Univ of Wisconsin, River FallsBachelor of Science

Personal Interests

  • Woodworking
  • Home Improvement
  • Volunteering

Team Members

  • Jodi Lubbers
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(320) 685-0279

Fax

(844) 737-5996

Office Address

20 Red River Ave S #210
Cold Spring, MN 56320opens in a new window

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