What others are saying

“Dave came recommended to us by a friend, and we couldn’t be happier. Dave is knowledgeable, and really cares about his clients on a personal and professional level. He is a very hard worker . Integrity should be his middle name.”
Rob & Lynne Luckey, Educators, Lake Washington School District

“Dave is one of the most sincere and helpful people I’ve ever worked with. He is a kind and caring professional, who has a great knowledge about his services as a financial consultant. I recommend his services highly.”
Rich Breshears, Breshears Photography, Kennewick, WA

“I’ve known and utilized Dave’s expertise for nearly 25 years. In all those years he’s always been professional and prompt and has worked through any and all of my requirements with a smile. I can’t speak highly enough for his character and conduct.”
Don Gilkison, Canyon Creek Cabinet Co., Monroe, WA

“Dave has provided financial advice for my husband and me for over 20 years. He is a person of the highest integrity who has always provided us with sound and timely advice. He has made it a priority to fully understand our financial needs and investment goals.”
Sue Sellers, Educator, Edmonds School District

“Words cannot describe the level of integrity, purpose, and value Dave Barr operates with. He has a higher responsibility he answers to and is guided with vision tinted glasses. His interest has always been in the well being of my family and he continues year after year to prove himself to be above industry standard. I will always use Dave Barr for his products as he offers value and service far above what he is selling. Thanks Dave!”
Travis Banducci, Detail-Oriented, Shoreline, WA

“Dave Barr is integrity. I met with Dave to discuss my financial situation and he proved that he had my best interest at heart. Dave is not out to “sell” you a product. I was told that it was not in my best interest to use Dave’s services at this time. When I’m ready, Dave will definitely get my business.”
Loretta Marston, Opitma Business Consulting, Richland, WA

“From time to time we should all review our goals in life. Recently I found that the life insurance I bought in my 20’s didn’t match the goals that I have now in my late 30’s. Dave  showed me several options and put together a plan that exceeded my expectations and covers my current & future goals. I found Dave to be very personable and consider him a friend that I look forward to working with for years to come.”
Jeff Reich, Reich Design, Kent, WA

“We have used Dave with a few of our clients who have needed insurance products. We have gotten very favorable responses from the clients that he has helped for us. Dave goes the extra mile in determining what is best for the client.”
Roland Thompson, CFP, Kennewick, WA

“Without reservation, I completely endorse Dave’s work ethic and character quality. He has always provided excellent advice and counsel in business and personal affairs. I am honored to have a professional relationship with him, as well as call him my friend.”

Steve Hawley, Business Owner, Snohomish, WA

“Dave is a detailed professional who knows how to share his knowledge with his clients. He has the ability to look to their future needs and make recommendations that meet their financial goals. His character is of the highest integrity and has always made himself readily available to us.”
Lonnie Sellers, Physical Therapist, Shoreline, WA

“Dave Barr has been an advisor to our family for 25 years. When we first met Dave we were so impressed with his integrity. As young people we needed to know that whoever we worked with would have our best interest in mind. Over these past 25 years, we have never doubted that. This became evident to us shortly after the recent stock market decline. We asked Dave to advise us with investing our 401k. He recommended an instrument that would provide safety if the market declined, but growth as it increased. Unlike many of our peers, we experienced no reduction in our retirement account. It was secure because of his recommendation. We wholeheartedly recommend Dave to advise you on any of your financial needs.”
Bill & Debbie Littler, Littler & Associates, Mill Creek, WA

“Dave is exactly what you would expect from a Private Financial Advisor. Informative, prompt, professional and a man that I would trust with my personal checking account on a daily basis.”

Chris Hill, Guardian Security Systems, Salinas, CA