Beverly / Massachusetts / United States
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Barker Financial Group comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. Founded by James Barker in 1997, the goal today is the same as it was then; to provide exceptional personal service, guidance, and unbiased, professional financial advice. Through the years, we continue to help each client build and protect their financial security by creating, implementing, and managing comprehensive wealth strategies tailored to their unique situation. In short, we help our clients put their entire financial lives in order and keep them that way. We promote open communication with our clients to help us better serve their needs.