Dana R Barrows

When it’s a matter of planning for the future of your business, and your estate, realizing the need to take greater control over your personal and business life is the first step. Choosing someone who has the experience, expertise, and resources to best address those needs is the next. That is where Dana Barrows and his team come in.

As an Estate and Business Planning Specialist, Dana will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. He is also a fee-based advisor, and is compensated for the time and expertise invested in designing and implementing your personal financial plan.

Dana works with business owners and estate owners throughout New England and beyond, often teaming up with other professional advisors to create the best result for you.

Mission Statement

My mission is to help clients attain financial security for their families and businesses. I am committed to providing expert guidance and innovative solutions as clients are making some of the most important planning decisions in their lives. Because none of us can predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity. —Dana R. Barrows