BAR FINANCIAL

BAR Financial, LLC is an independently owned and managed financial services firm leveraging extensive and longstanding frontline experience helping financial advisors and institutions achieve their vision of success... 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... We deliver direct, continuing compliance support, to help you seamlessly comply with marketing and product compliance. But more importantly, we often act as the conduit between you and compliance, fighting for you while keeping you within all regulation standards.

Also known as: BAR Financial, LLC

Primary location: Concord United States