Investment Planning for Retail Clients. Financial Professional, Stephen Barber works out of Whitefish, Montana. Over 17 years of industry experience and a life of service has provided Stephen with the knowledge and ability to provide strategies in helping clients seek to preserve their wealth and assisting them with their investment goals and expectations. Stephen will help clients construct an initial portfolio with a goal-sensitive allocation review of clients’ assets. His goal is to actively manage clients’ portfolios and to continually focus on changing needs and suitability of each client. He believes this approach enables disciplined investors to pursue their individual goals toward success for both, themselves, and their legacy’s.
When he is not in the office, Stephen is contributing much of his discretionary-time, devoted to Veterans of past and present generations with not-for-profits, like the Commemorative Air Force, etc. As a veteran himself of the United States Marine Corps, Stephen’s life of service does not end with the markets’ close each day. Stephen is married to his wife, Holly of over ten-years, and together they are parents of three children, Luke, Jake & Grace. Along with their two dogs, a Great Dane, “Pilot” and an Australian Sheppard named, “Gus.”
Personal Interests of Stephen: Reaching daily to become the best Husband and Father possible. Stephen enjoys, Reading, Writing, Golf, Baseball, Aviation, Martial Arts, and History.
Please contact me by email at: StephenBarber@LegacyFacilitators.com
or call: (406) 414 - 7975
CA Insurance License #OK75345
MT Insurance License #3001223882
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Stephen Barber is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Legacy Facilitators, U.S.A.. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
CoastalOne is a trade name used by Coastal Equities, Inc. and its affiliate Coastal Investment Advisors, Inc. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Coastal Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.