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Personal / Investment Advisors
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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!!

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Reviews

4.84/5.00

based on 424 reviews

The average rating for Bark Investment Advisors is 4.84, based on 424 reviews.

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