John J. Barrios, CFP®
I have over 25 years of experience of helping clients pursue their financial dreams. I recognize that everyone’s economic and life situation is unique, and I keep that in mind when providing advice.
I believe that personalized service is essential when matching clients with the right financial planning and estate planning services. As a caring advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs.
Sandy Barrios
I have over 25 years experience as an independent insurance agent. With this experience, I am able to assist my customers with all of their insurance needs including home, auto, life, health, business and group coverage. By representing many companies, I am able to work with my customers to find the right insurance to protect their valuable assets.
Meredith Poore, CFP® AIF® CDFA™
After graduating Magna Cum Laude from the University of Mississippi with a Bachelor of Accountancy, I moved on to pursue the financial services industry in 2003. I currently hold 3 securities licenses in addition to life, health and variable insurance licenses. My professional designations are CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary, and Certified Divorce Financial Analyst™. Independent of Barrios Financial, I offer Divorce Planning and Analysis. For more information, please visit my website: virtuewealth.com.
Barrios Financial Services is a full service Independent financial services practice. Independence means that we do not represent any single life insurance company, trust company, bank or investment firm. We provide individuals and businesses with direct access to a full range of financial products with you best interest at heart.
We stress a long-term approach to investing and emphasize financial planning to help clients determine their financial needs and risk tolerance. We differentiate our practice by providing exceptional customer service and simplifying the financial planning and investment management and Insurance process for our clients.
Barrios Financial Services is located at 185 North Main Street in the historic town square area of Collierville, TN
