Barbara Treadwell - Savannah, Georgia

Introduction to Barbara Treadwell

For individuals and families in Savannah, Georgia, seeking expert financial planning guidance, Barbara Treadwell offers a dedicated and personalized approach. Located at 11 Houston St, Savannah, GA 31401, United States, Barbara Treadwell provides comprehensive financial solutions tailored to meet specific needs. Her commitment to client success is evident in her comprehensive services and focus on building long-term financial security. She operates with a philosophy centered around understanding her clients’ unique circumstances and crafting strategies designed to help them achieve their financial goals.

About Barbara Treadwell

Barbara Treadwell is a seasoned financial planner with a strong understanding of investment management, retirement planning, and estate planning. She brings a wealth of experience to her practice, consistently adapting her strategies to reflect changes in the financial landscape and regulatory environment. Her professional background has equipped her with the knowledge and skills necessary to navigate complex financial situations and provide sound advice. Beyond her professional expertise, Barbara is known for her approachable demeanor and genuine interest in her clients’ well-being. She prioritizes building trust and fostering open communication, ensuring clients feel comfortable discussing their financial concerns.

Location and Accessibility

The office of Barbara Treadwell is conveniently situated at 11 Houston St, Savannah, GA 31401. This location makes it easily accessible for clients in and around Savannah. Furthermore, the office is designed with accessibility in mind. Specifically, it offers:

• Wheelchair-accessible car park: Ensuring convenient parking for clients who require it.
• Wheelchair-accessible entrance: Providing a barrier-free entry to the office.
• Wheelchair-accessible toilet: A dedicated accessible restroom is available for client use.
• Toilet facilities: Standard restroom facilities are also available.

These features demonstrate Barbara Treadwell’s commitment to inclusivity and ensuring that all clients can receive the professional services they deserve. It’s recommended to book an appointment in advance to guarantee availability and allow for a focused consultation.

Services Offered

Barbara Treadwell specializes in a wide range of financial planning services, including:

• Retirement Planning: Developing strategies to help clients achieve a comfortable retirement.
• Investment Management: Creating and managing investment portfolios aligned with clients’ risk tolerance and financial goals.
• Estate Planning: Assisting clients in planning for the transfer of assets and ensuring their wishes are honored.
• Financial Goal Setting: Collaborating with clients to identify and prioritize their financial objectives.
• Education Savings Planning: Helping families save for their children’s education.
• Insurance Planning: Assessing and recommending appropriate insurance coverage to mitigate financial risks.

She takes a holistic approach, considering all aspects of a client’s financial life to create a comprehensive plan. Her services are designed to be adaptable and responsive to changing circumstances.

Client Feedback and Reputation

Currently, Barbara Treadwell’s business has 0 reviews on Google My Business, indicating a relatively new presence in the online review space. However, this does not reflect the quality of service she provides. Her focus remains on building strong client relationships and delivering exceptional results. She is dedicated to earning client trust and establishing a reputation for reliability and expertise. We encourage clients to share their experiences, which will contribute to a more complete picture of her service.

Contact Information

For more information about Barbara Treadwell’s services or to schedule an appointment, please contact her directly:

• Phone: 9122361704
• Website: barbaratreadwell.com

Additional Points of Interest

Barbara Treadwell is committed to providing a comfortable and welcoming environment for her clients. In addition to the accessible facilities mentioned above, she strives to create a professional and supportive atmosphere. She believes that a positive client experience is an integral part of achieving financial success.