BAR Financial's experienced team of professionals is committed to providing you the knowledge and resources necessary for the prosperity of your business. Our tangible solutions on the local and national level further enhance your efforts and help grow your practice.
Coaching and Development
Through professional education and development programs, e-learning and a variety of meetings, you will have unlimited opportunities to learn how to manage your business more efficiently. Our experience and knowledge aims to build your business and help you achieve better results.
Customer Service
Our regional offices are fully staffed with professionals who possess extensive industry experience and offer superior local support on products, business and practice management systems. On the national level, our broker/dealer's Resource Center specialists are thoroughly trained to answer Financial Network representatives' questions immediately.
Succession Planning
Over the years, BAR Financial has perfected the art of buying financial planning practices. With the support of Financial Network and secured financing from Cetera, we have allowed many retiring advisors to receive cash payouts for their businesses. We have the resources to buy financial planning practices on behalf of our investment representatives.
Brokerage Operations
BAR Financial's local support team is involved in every aspect of daily brokerage operations. In addition, our broker/dealer's more than 100 knowledgeable operations professionals are committed to supporting our representatives’ brokerage business. We execute orders through Pershing, one of the largest clearing firms in the United States.
Meetings Calendar
The more knowledgeable you are, the more value your clients gain from your relationship. Stay on schedule and stay on top of our latest trainings on the local, national and global level.