Through the collective expertise of BAR Financial, Cetera Advisor Networks and Cetera Financial Group, we offer and give you access to:
- Freedom to determine your own revenue model and to select wealth management solutions that work best for you.
- Consultative compliance with full explanations and efficient turnaround – not just a lot of “NOs.”
- Access to resources for financial assistance to enable your own practice acquisitions.
- ERISA Consulting services through our broker dealer, Cetera Advisor Networks.
- Your own succession planning support and expertise.
- Comprehensive research and due diligence.
- Fee-for-service options and consulting services agreement.
- A supportive team that’s devoted to your continuous success.
- An award-winning wealth management technology platform.
- A turnkey marketing system, which includes a library of pre-approved materials and campaigns for client contact, prospecting, and social media posting.
But don’t take our word for it…
Bill Mapes - Advisor