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Why BAR ?

Choose BAR to Accelerate Your Practice Growth

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Quick Transition

Transition Clients in 90 Days

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It’s All About You

We serve financial advisors at every stage in their career

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Raising the BAR of Excellence to Serve You Better

For over 30 years we have been helping investment representatives with innovative solutions to acquire and retain clients. Through our team of experienced associates at BAR Financial, we assist with back-office support, advanced planning resources, compliance, and client service systems. We also assist in business growth through systematic marketing programs, our training academy, and access to methods for acquiring other books of business.

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    Damien Couture - Advisor Testimonial

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    Majdah alQuhtani​ - Advisor Testimonial

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    Bill Lahl - Advisor Testimonial

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    Bill Mapes - Advisor Testimonial

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Home

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MEET US

Our Firm
Our Team
Financial Institutions
Our Broker Dealer
Custodian

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ADVISORS WE SERVE

Independent Advisors
Wirehouse Advisors
Insurance Based Advisors
Established Practices
Growing Advisors
Ensemble Practices
Financial Institutions

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ACQUIRE & RETAIN CLIENTS

BAR Academy
Turnkey Marketing
Wealth Solutions
Advanced Planning Group
Research

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SUCCESSION PLANNING

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HOW YOU DELIVER

Back Office Support
Technology Platform
90 Day Transition Process

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INTELLECTUAL RESOURCES

Whitepapers
Guides
Demos

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IN THE NEWS

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Online Privacy Policy | Important Disclosures | Business Continuity | Order Routing Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

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