36 Main Street,
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Bristol Financial Services offers financial services for individuals and businesses. Our foremost commitment is to our clients. The most important part of our job is to help people pursue their financial objectives and help business owners with their financial strategies and benefits packages.
Our founder, Fred Baser* began working in the financial services industry in 1987. Fred and his wife, Marian, founded Bristol Financial Services in 1990. Shawn Oxford joined the firm in April, 2006, and purchased the business from Fred in 2010. Shawn's wife, Jen Oxford joined the firm in October, 2010, followed by Kris Pearsall in July, 2013. Doug DeWitt joined us in January, 2019 as our insurance specialist, and Barbara joined in 2021 as the Office Manager.
Shawn, Jen, Kris, Doug, and Barbara all conduct business with high ethical expectations and standards, a promise of confidentiality, prompt service, and good old-fashioned common sense. Many of our clients comment that we communicate and listen well, that we're understanding and that we treat them fairly.
A sound financial strategy can involve other professionals as well, and over the years, we have forged good relationships with local CPAs and attorneys. With the appropriate professionals by your side, we can help you create a sound financial strategy.
Shawn Oxford and Kris Pearsall are Registered Representatives of Cetera Advisor Networks LLC.
*Fred Baser is no longer affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Fred is no way related to Cetera Advisor Networks LLC or its registered representatives.