Private Wealth Services

Tailored

Private Wealth Services

Customized wealth management for
affluent individuals and business owners.

“Barry has not only grown his clients’ portfolios, but he has also held their hands during their most difficult times. I have never met a wealth professional that takes such a holistic approach to his clients’ well-being beyond their finances.”

- Patrick O’Neill Dollar, Sr.

Babb, Bixler, and Dollar

Attorneys at Law

This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

Bull Financial's Private Wealth Services caters to affluent individuals and business owners, offering personalized portfolio management, tax reduction strategies, income planning, business solutions, legacy planning, and more. Partnering with our network of professionals, we collaborate to offer high-net-worth clients tailored investment strategies and planning.