Skip to main content

  • Home
  • Meet Us
    • Our Firm
    • Our Team
    • Financial Institutions
    • Our Broker Dealer
    • Custodian
  • Advisors We Serve 
    • Independent Advisors
    • Wirehouse Advisors
    • Insurance Based Advisors
    • Established Practices
    • Growing Practices
    • Ensemble Practices
    • Financial Institutions
  • Acquire & Retain Clients 
    • BAR Academy
    • Turnkey Marketing
    • Wealth Management Solutions
    • Advanced Planning Group
    • Research
  • Succession Planning
  • How We Deliver
    • Back Office Support
    • Technology Platform
    • 90 Day Transition Process
  • In The News
  • Contact

    You are here

  1. Home
  2. Advisors We Serve
  3. Financial Institutions

Financial Institutions

Financial Institutions

If you are a financial advisor working within a bank or credit union, you know that finding the right place to work is critical. If you would like to continue working in a financial institution we may have the right solution for you with one of our affiliated banks and credit union investment programs across the country. On the other hand, if you are at a bank or credit union and would like to step away to open up your own office, BAR Financial also has solutions

Here are some of the advantages with BAR Financial:

  • 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, their 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.

 

 

logo-footer.png

Online Privacy Policy | Important Disclosures | Business Continuity | Order Routing Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

© 2024 BAR Financial. All rights reserved.

Website Design For Financial Services Professionals