Kay Barcus

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Kay Barcus is a financial consultant based in Houston, Texas, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Kay develops a thorough understanding of each client's situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, by helping them grow and protect their assets.

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