Although Based in Sanford, NC Bartlett Financial Group is a nationwide movement with the goal of disrupting the financial services industry, by breaking down barriers through financial education and literacy, and thus, empowering families and individuals to become financially independent. We are dedicated to helping families stay on track to achieve all of their short and long term financial goals and dreams. Our strength in selection is backed by our partnerships with over 20 A-rated companies within the financial industry. Therefore, our clients are confident that their customized financial roadmap is tailored to fit their specific and unique needs, not only in the products and services we provide, but with all of the companies we represent as well. With our one size does not fit all approach, we know that every individual, family, or business deserves a licensed financial professional to hand-craft a game plan which includes the main financial milestones: retirement planning, college planning, proper protection, wealth building, and wealth preservation. 

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In the end, we help our clients make and save more money by taking an exciting and educative approach to financial services. We utilize innovative investment and savings strategies to help those within our communities get on track to achieve their financial goals!