Kevin at Bold Barrel Financial definitely has his clients goals and needs as his main priority. He works hard to ensure his clients have a plan that will allow them to retire and build wealth in a way that meets their long term goals. Give Kevin at Bold Barrel Financial a call of you need direction with your finances!
Kevin from Bold Barrel Financial is a wealth of knowledge. If you are looking for a financial advisor who can assist with both personal and business investments Kevin can assist you and direct you in the best way to make the most out of your money. He specializes in newly or nearly retired individuals and couples as well as those just starting out. I would highly recommend Bold Barrel Financial for all your investment needs.
Having worked with Kevin for over a month now, we are very happy with his approach, professionalism and knowledge. Kevin is very easy to talk to and he wants to make sure that we fully understand everything we are talking about with regards to our financial planning.
As a new client, we have been very happy with our experience with Kevin and Bold Barrel Financial. Thank you Kevin!
Kevin is an excellent resource for all of your financial planning needs. He is extremely approachable, knowledgeable and a pleasure to work with. I highly recommend reaching out to Kevin if you have any financial planning questions
Real Estate is a variable business with inconsistency in revenue month after month. This was a big change coming from a global corporate life and I was looking for strong support to help us achieve short, medium and long term goals. Add in the complexity of a dual income family and two amazing children, and the multiple factors that come with it. We sat with Kevin, who came from a place of knowledge and understanding, and he took the time to listen to us. After some discussion, Kevin presented a plan that catered well to our unique circumstances which was easy to follow and we could see how it would get us to where we needed to be. I would highly recommend Kevin to anyone in the Real Estate industry that faces a high level of variability and is interested in having an expert by their side.