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Peterborough
A team of experienced certified professionals providing financial, retirement, investment, tax and estate planning advice for successful families, individuals, business owners, and organizations. We are an independent financial firm operating in a fiduciary capacity for our clients long term as we partner with them to build and protect their net worth. Think Bigger, Demand Greatness!
I am an independent insurance (financial) advisor who is licensed with multiple companies and therefore can provide you with the best solutions to your needs. I am not employed by just 1 company and hence I will always provide what is best for you.
I love helping people achieve their financial goals. From when I tutored math in high school to now, I've always enjoyed sharing my knowledge and helping others. Setting or revising one's financial plan, and then proposing solutions to meet that plan's goals: there's not many more things more satisfying than that.
I retired from the "office side" of life insurance in 2021, after 35 years. It was good work but not as fulfilling as working together with people toward their financial goals. This is more personal and interactive and real, and the rewards are infinitely more satisfying!
Several reasons:
1) I am in my 60s and have more knowledge and experience than others. I've lived through pretty well every life phase;
2) you can't teach passion. People either have it or they don't. When it comes to financial plans and helping people, I have it;
3) My math and actuarial background allows me to explain the value of time, and its impact on your money. Every financial plan consists of 2 things: time and money. Having an understandable and realistic financial plan provides a great sense of comfort for many people, because it becomes "tangible" and not just guesswork.
I can do either. Whether it be a Zoom call, email, phone or in-person, all are viable options.
I have had 6 COVID immunizations and have never contacted COVID. I work in a clean office and am very respectful of people's personal space and beliefs.
5.00/5.00
based on 68 reviews
The average rating for Bark Financial Advisors in Peterborough is 5.00, based on 68 reviews.
