Here are some of the ways we stand out:
- BAR Financial professionals have been managing successful bank and credit union investment programs for 30 years.
- We have developed a proven service model and best practices for financial advisors to work with their investment program clients.
- We know how to make investment programs work for the long term. We have designed win-win-win strategies – for the financial institution, your clients and the financial advisor. When everyone benefits, the program works.
- We have extensive resources and an experienced home office to serve you. Cetera Advisor Networks LLC, our Broker Dealer, is one of the largest providers of investment services to banks and credit unions in the nation.
- We have developed a track record of best practices for financial institution investment programs. BAR Financial is the largest region of Cetera in terms of financial institution production and has been the #1 region for over a decade.
- We provide hands-on, local service including comprehensive coaching, training and systematized approaches, due diligence, compliance, and distinctive marketing.