At Barker Financial Services, you can expect us to get to know you and your family, your goals, objectives, and what matters most for your financial success. We pride ourselves on finding the best solutions for your individual needs and presenting those options in a clear and concise manner.
The first step and the most important in the process is to get to know your investment style. We can do this in a manner that is convenient for you, whether you prefer a phone conversation or a sit down meeting. From there, we’ll make recommendations based on your needs, goals, and comfort level.
Here you can browse a list of products and services that fall under our areas of expertise. We are confident that we can help you achieve your financial goals.
We specialize in the following areas:
IRAs, ROTH IRA's, SEPs
Retirement Planning
Life Insurance
Fixed Indexed & Variable Annuities
Mutual Funds
Unit Investment Trusts (UITs)