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Investment consultancy and investment services for individuals and businesses. Let Bark find you local professionals within minutes - for free!

Example requests

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What is your current career stage?

Already retired

What is your approximate annual income before tax?

$15,000 to $24,999

What is the status of your main residence?

Reverse mortgage

What is the approximate value of your cash savings and other investments?

$100,000 or more

What primary investment planning assistance do you need?

Help understanding a current annuityy

How would you like to meet with the financial services agent?

I can meet them if not too far from me in Burlington -MT.HOLLY area

Do you have any additional details

I REACHED MY ANNIVERSARY DATE IN January 9, 2017 & WILL RECEIVE ANOTHER ONE FOR 2018. I DON'T EVEN KNOW ABOUT THE OPTIONS, WHICH ARE FEW. STEP UPS, HAVE A 15,000 PLUS DEATH BENEFIT, WHICH IS STUPID I THINK. I'D LIKE TO USE SOME OF MY MONEY BUT SOME HOW NO MATTER WHAT I DO I LOOSE $. WHATEVER OPTION I TAKE..JUST CAN'T GRASP THE WHOLE THING. I'VE BEEN RECEIVING $ FROM ANNUITY - ABOUT 35,000 SO ONLY HAVE ABOUT 69,000 SURRENDER VALUE BUT I LOOSE DEATH BENEFIT I I TAKE SURRENDER VALUE. IT SEEMS LIKE I SHOULD HAVE KEPT MY $82,000 TO MYSELF. YOU KNOW, UNDER THE MATTRESS . THE OLD FASHION WAY!! I NEED HELP UNDERSTANDING THESE OPTIONS . SOUNDS LIKE I LOSE . JUST WANT MY $ OUT OF THERE , I THINK. I'M LOST....I ADMIT IT. CAN U HELP ME?

What is your current career stage?

Entry-level/Junior

What is your approximate annual income before tax?

$10,000 to $19,999

What is the status of your main residence?

Rented

What is the approximate value of your cash savings and other investments?

0$

What primary investment planning assistance do you need?

General financial planning

How would you like to meet with the financial services agent?

I am flexible

Do you have any additional details

I need help saving and budgeting my money and or invest in something that will help me gain more money in order for me to get out of debt

What is your current career stage?

Entry-level/Junior

What is your approximate annual income before tax?

Less than $10,000

What is the status of your main residence?

Rented

What is the approximate value of your cash savings and other investments?

$5,000 to $9,999

What primary investment planning assistance do you need?

General financial planning

How would you like to meet with the financial services agent?

I am flexible

Do you have any additional details

Am looking for a strategist that is going to help me win the money game with calculated, aggressive strategy!!

What is your current career stage?

Approaching retirement

What is your approximate annual income before tax?

$80,000 or more

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your cash savings and other investments?

$100,000 or more

What primary investment planning assistance do you need?

Stock selection

How would you like to meet with the financial services agent?

I can travel to the investment advisor

What is your current career stage?

None

What is your approximate annual income before tax?

Not sure yet

What is the status of your main residence?

Don’t know

What is the approximate value of your cash savings and other investments?

Prefer not to say

What primary investment planning assistance do you need?

Mutual funds

How would you like to meet with the financial services agent?

The investment advisor travels to me

Do you have any additional details

Question about how to invest in real estate and stocks for a passive income short term before long-term in the Chicago Illinois area.

What is your current career stage?

Mid-level

What is your approximate annual income before tax?

Less than $10,000

What is the status of your main residence?

Rented

What is the approximate value of your cash savings and other investments?

Less than $5,000

What primary investment planning assistance do you need?

Annuities

How would you like to meet with the financial services agent?

I am flexible

Do you have any additional details

I have money saved and I want to grow it.

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Reviews

4.89/5.00

based on 914 reviews

The average rating for Bark Investment Advisors is 4.89, based on 914 reviews.

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