Celebrating Small Businesses

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What type of products or services do you offer?
  • We are a full service Financial planning firm.  Offering  Investment services, IRA's, life insurance, and employer plans.

  • What inspired you to start your business?
  • I started my career a consultant for financial advisors, in strategic planning and estate planning.  I loved the career,  but I always felt at arm's length from the clients we served.  So I chose to open my own practice and serve clients directly.  

  • When did you open your doors (or purchase the business), and what was that first year like?
  • I opened my doors on January 19th 2020. It was exhilarating and yet challenging.  I had  two months with my doors open before, we were forced to shut down due to the pandemic.


What’s something you’ve learned about owning a business that you didn’t expect?
You steer the ship,  even amidst the waves you need to stay steady  focused on the long term path forward.

How has the community supported you throughout your journey?
As many know I am a transplant to the community.  I knew about 15 people when I got here.  The many in this community has wrapped their arms around me,  and accepted our business and family
What does being a small business in the Cold Spring area mean to you?
The opportunity to make a difference in the lives of those who I have come to care so deeply for.

How have you been able to support the local communities?
I serve on the board for the Cold Spring Area Chamber of Commerce,  the INDY foundation,  and have been a long time sponsor for Henry's Heroes.
Any other information you would like to share?
Check out our website and bio -  www.edwardjones.com/benjamin-barrett