Bargeld Financial is a team of Financial Professionals serving natural and legal persons, including small business owners, as their Fiduciary Advisor.

Your Lane in a Marathon may Matter Less, But Being On Track Makes All The Difference

No one should ever run a marathon blindfolded. In working for, and ensuring, sound financial wellbeing, you should, likewise, benefit from the insights that come from your ability to “see the bigger picture” of your financial wellbeing.

Bargeld Financial is an investment adviser centered on working with you and providing you the information and tools to help you set goals, plan and implement steps, and assess your success on the ultramarathon of your financial wellbeing.

Our Vertical Partnership Management Process

We work in partnership with other financial services industry professionals to help you gain greater insights into, and secure the key to, attaining and maintaining a better financial future.

Bargeld Financial engages a solutions-oriented partnership approach to helping you meet your financial goals. We work in partnership with other professionals, including banks, client asset custodians and technology vendors, on all of whom our clients can depend in clients’ pursuit of their financial goals. We all work to provide you with the information and tools you need as you pursue your goals. With Bargeld Financial, every client receives personalized services.

SERVICES

Services

Investment & Asset Management

Business Management Consulting, Bookkeeping & Fractional CFO Services

Project Evaluation & Business and Personal Financial Stress-Testing

Advanced Tax Planning, Tax Advising & Tax Preparation

Insurance, Risk Management & Asset Protection

Financial Planning & Retirement Planning

At Bargeld Finanical, YOU and your NEEDS are at the center of everything we do

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1. OBTAINING CONTACT INFORMATION: We collect information, including the names, phone numbers and email addresses of prospects from people providing us their names, email addresses and phone numbers when visitors to our website fill out and submit forms inquiring about our services. We also get prospect and client phone numbers from calls we receive from people inquiring about our services. We additionally accept referral names and contact numbers of people who can benefit from the services we provide. We receive this referral information from current prospects and clients.

2. CONSENT TO RECEIVING SMS MESSAGES: By providing a telephone number and submitting this form, you are consenting to being contacted by SMS text message. Messaging & data rates may apply.

3. OPT OUT: You can reply STOP to opt-out of further messaging with Bargeld Financial. Our inbound SMS phone number is (610) 321-5756. You may reach us at any time via voice or SMS to inquire about our services, or to submit a 'STOP' messaging request. Additionally, replying 'STOP' to any of our messages will ensure you no longer receive messages from Bargeld Financial.

4. INFORMATION NOT SHARED WITH THIRD PARTIES: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Note:

Please know that details you share with us about you and your business are kept confidential, per our Privacy Policy. Please click here, or click on Privacy Policy (at the bottom right hand corner) below, to download and review a more expansive version of our privacy policy.

Privacy Policy Regarding Telephone Numbers Shared with Bargeld Financial