Tafoya Barrett and Associates PC

Assets Under Management

N/A

Number of Clients

50

Number of Advisors

1

Avg. Portfolio per Client

N/A

Avg. Managed per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Tafoya Barrett and Associates PC is a Certified Public Accounting firm offering tax preparation for individuals, businesses, and organizations. They provide general financial recommendations through consultations, covering areas like financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Tafoya Barrett and Associates PC does not sell financial products or manage investments, and clients make their own investment decisions.

Fee Structure

Tafoya Barrett and Associates PC does not manage investments for clients.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Location

150 East 9th Street, Suite 300, Durango, CO, 81301

1 Advisors at this firm