Viaggio Wealth Partners

Jean Kochersperger 

on Google

4 months ago

My husband was Barry's client for many years. When I married Sam I was cautious of changing money managers. Now 8 years later I made the right decision. When Sam died, Barry called regularly to check on me, did I need anything, anything he could do? Not only does he take care of my money but my wellbeing as well. Barry you'll never know, completely, what you've come to mean to me. 

TJ 

on Google

a month ago

Barry is not just a financial advisor, he’s a great person and friend. He genuinely cares about people. He has helped me for all of the years I’ve been with his firm. 

James Newstead 

on Google

4 years ago

Barry has managed our financial account for over five years, has never failed to keep us informed, provide advice, create long and short term financial plans and continues to excel in his client communications! In our opinion, there is no other Financial Management organization that goes that extra mile to ensure client satisfaction, enables clients to feel secure in our financial future and always provides honest, wise and prudent advice. In short, Barry's Viaggio Wealth Partners, including his staff, are significantly abo... read more

Donna Taylor 

on Google

4 years ago

Been with Barry for almost 2 decades, and he has advised us on investment options that have produced great returns for years. Would highly recommend. Always looking out for us and cares about us personally. He just assisted our 20 year old in opening his own investment account. 

Steve Kennington 

on Google

4 years ago

I have been with Barry Tate as my financial advisor for over 10 years. Barry and his staff always make me feel like I’m their number one customer. I highly recommend Viaggio Wealth Partners.