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2300 1st Street, Suite 350, Livermore, CA 94550

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Who We Work With

Insurance Based Advisors

We specialize in assisting advisors transitioning from insurance-owned broker dealers. You have a unique set of clients with different financial goals and concerns. At BAR Financial, we understand that and are here to help you succeed. We offer personalized support to help you navigate the nuances of the insurance industry, while also providing access to scalable solutions that can help you grow your practice.

An Experienced Team

Our team has the experience to provide you with personalized solutions for your clients' needs. We can help you navigate the complex landscape of insurance-based products and services.

Personalized Coaching

Our coaching programs are designed to help you grow your practice, attract new clients, and retain existing ones. We offer free access to our training resources so you’re always a step ahead.

Robust Support Services

Robust Support Services
We can assist you with everything from back-office support and compliance to client service systems and marketing programs. Our goal is to help you build a long-lasting financial advising practice.

Solutions for Every Need

Our affiliated organizations provide you with the opportunity to continue working within a financial institution. Or, if you're ready to step away and open up your own office, we have solutions for that as well.

Powerful Data Tools and Resources

Showcase the value of your service to clients with our informative research and insights.

Insightful Performance Reporting

Customize program performance reports and metrics for your program, advisor, and client levels.

Turnkey Retirement Plans

Help business-owner clients enhance their operations with turnkey retirement plan solutions.

Contact Us Today

Connect with us today to learn how BAR Financial can help you achieve your goals.

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About BAR Financial

About BAR Financial

For over 30 years, BAR Financial has been helping financial advisors acquire and retain clients with innovative solutions, including back-office support, advanced planning resources, compliance, and client service systems. We also assist in business growth through systematic marketing programs, access to methods for acquiring other books of business, and BAR Academy — our comprehensive training program.

Why BAR

Personalized guidance from our dedicated team will help you navigate every stage of your journey.

We're Different

Our Team

We're a team of experienced financial professionals dedicated to helping you reach your financial goals.

Meet the Team

Contact Us

Contact us at BAR Financial to learn more about how we can help you define success on your own terms.

Contact Us Today