BAR Financial LLC is a leading financial services firm based in Concord, CA, with over 30 years of experience in providing innovative solutions to help investment representatives acquire and retain clients. Their team of experienced associates offers comprehensive back-office support, advanced planning resources, compliance, and client service systems, along with systematic marketing programs and access to methods for acquiring other books of business.
With a focus on raising the bar of excellence, BAR Financial assists financial advisors at every stage of their career, offering a quick transition process to help them transition clients within 90 days. They are dedicated to delivering exceptional support through their technology platform, intellectual resources, and a range of wealth management solutions, including succession planning, to help advisors grow their practices and achieve success.
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