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Barker Financial Group, Inc.

(on conant street)
Financial and Investment Services in Beverly, MA
Financial and Investment Services
Financial Services

Contact Us

Make a call
781-743-2600

Website

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

152 Conant Street
Beverly, MA
01915

About

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.

Photos

Barker Financial Group, Inc. Photo Barker Financial Group, Inc. Photo Barker Financial Group, Inc. Photo Barker Financial Group, Inc. Photo Barker Financial Group, Inc. Photo

Services

  • Comprehensive Financial Management
  • Ongoing Portfolio Management
  • Retirement Planning
  • Social Security Benefits Planning
  • Employee Benefits
  • Education Planning
  • Insurance Advice
  • Tax Planning
  • Estate Planning
  • 401(k) Services for Businesses
  • Endowment Management

Latest

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Considering alternative investments? It’s critical to sort through the complexity. #video BARKERFG.COM Alternative Investments - Going Mainstream
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. BARKERFG.COM Put It in a Letter
The key to #healthcare in retirement might be a patchwork of different choices. BARKERFG.COM Extended Care: A Patchwork of Possibilities
The tax rules that govern donating art are complex and confusing. #taxes #art BARKERFG.COM Donating Art: Taxation Abstraction
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. BARKERFG.COM Monthly Market Insights | October 2020
There are billions in unclaimed dollars in the US. Is some of that yours? BARKERFG.COM Surprise! You’ve Got Money!
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Saving for college doesn’t have to be as complicated as college itself. BARKERFG.COM Saving for College 101
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments BARKERFG.COM Are Alternative Investments Right for You?
Long-term-care insurance is one of the most complex types of insurance you may consider. Learn more. BARKERFG.COM What to Look for in a Long-Term Care Policy
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance BARKERFG.COM Disability and Your Finances
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. BARKERFG.COM A Fruitful Retirement: Social Security Benefit
Contribution limits, phase outs, distribution rules: learn how to speak the language of retirement. BARKERFG.COM Traditional vs. Roth IRA
When the rules of the game change, tactics should follow in response to the new landscape. BARKERFG.COM Revising Estate Strategy Assumptions
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A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. BARKERFG.COM Tax Rules When Selling Your Home
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one. BARKERFG.COM Yours, Mine and Ours: Estate Strategies for Second Marriages
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences. BARKERFG.COM A House Divided
Learn more about whether you need to pay estimated taxes. BARKERFG.COM You May Need to Make Estimated Tax Payments If…
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases. BARKERFG.COM Monthly Market Insights | November 2020
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. BARKERFG.COM How to Make the Tax Code Work for You
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Does it make more sense to push back #retirement, or not to retire at all? BARKERFG.COM Should You Ever Retire?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas. BARKERFG.COM Creative Ways to Motivate Your Employees
The market is as unpredictable as the weather. We’re here to help you prepare. BARKERFG.COM Forecast
Did you know that women control 51% of all personal wealth in the United States? BARKERFG.COM Women on the Rise
An ILIT could play a role in your estate strategy. BARKERFG.COM A Primer on Irrevocable Life Insurance Trusts
There are four basic steps to calculating the value of an estate. BARKERFG.COM Four Steps to Valuing an Estate
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments BARKERFG.COM Are Alternative Investments Right for You?
Where there's a will there's a way. Don't leave your estate unattended—update your documents. BARKERFG.COM Critical Estate Documents
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. BARKERFG.COM Monthly Market Insights | December 2020
Valuation is important for business succession, estate taxes andeven qualifying for a loan. BARKERFG.COM What is the Value of Your Business?
Should gold be a part of your diversified portfolio? BARKERFG.COM Should I Invest in Gold?
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Every year since 1947, the U.S. President pens an economics textbook. BARKERFG.COM Required Reading: The Economic Report of the President
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours? BARKERFG.COM Does Your Portfolio Fit Your Retirement Lifestyle?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax BARKERFG.COM How to Appeal Your Property Taxes
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here: BARKERFG.COM Medicare Advantage Plans (Medicare Part C)
Test your estate strategy knowledge with this short quiz. BARKERFG.COM Test Your Estate Strategy Knowledge
Do you know how long it may take for your investments to double in value? BARKERFG.COM The Rule of 72
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. BARKERFG.COM The Business Cycle
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Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here. BARKERFG.COM How Retirement Spending Changes With Time
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The sooner you begin investing, the longer your money can work for you. BARKERFG.COM The Cost of Procrastination
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. BARKERFG.COM A Fruitful Retirement: Social Security Benefit
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement BARKERFG.COM How to Retire Early
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. BARKERFG.COM Monthly Market Insights | January 2021
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds BARKERFG.COM All Muni Bonds Are Not Created Equal
The sooner you begin investing, the longer your money can work for you. BARKERFG.COM The Cost of Procrastination
There are benefits and limitations when using a living trust. #LivingTrust BARKERFG.COM A Living Trust Primer
Check out this video on taxes. #IncomeTax BARKERFG.COM The Facts About Income Tax
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. BARKERFG.COM A Fruitful Retirement: Social Security Benefit
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement BARKERFG.COM How to Retire Early
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. BARKERFG.COM Monthly Market Insights | January 2021
Business owners should consider a succession plan sooner rather than later. BARKERFG.COM Succeeding at Business Succession
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions. BARKERFG.COM Directors and Officers Liability Insurance
Saving for college doesn’t have to be as complicated as college itself. BARKERFG.COM Saving for College 101
There are benefits and limitations when using a living trust. #LivingTrust BARKERFG.COM A Living Trust Primer
Check out this video on taxes. #IncomeTax BARKERFG.COM The Facts About Income Tax
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. BARKERFG.COM A Fruitful Retirement: Social Security Benefit
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance BARKERFG.COM An Overview of Renter’s Insurance
Tax time can be a good time to give your household budget a checkup. BARKERFG.COM Budget Check Up: Tax Time Is the Right Time
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax BARKERFG.COM How to Appeal Your Property Taxes
Business owners should consider a succession plan sooner rather than later. BARKERFG.COM Succeeding at Business Succession
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions. BARKERFG.COM Directors and Officers Liability Insurance
Saving for college doesn’t have to be as complicated as college itself. BARKERFG.COM Saving for College 101
Where there's a will there's a way. Don't leave your estate unattended—update your documents. BARKERFG.COM Critical Estate Documents
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy. BARKERFG.COM Gap Insurance for Leased Cars
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance BARKERFG.COM An Overview of Renter’s Insurance
Tax time can be a good time to give your household budget a checkup. BARKERFG.COM Budget Check Up: Tax Time Is the Right Time
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax BARKERFG.COM How to Appeal Your Property Taxes
Business owners should consider a succession plan sooner rather than later. BARKERFG.COM Succeeding at Business Succession
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Over age 50? You may be able to catch-up on retirement. BARKERFG.COM Catch-Up Contributions
Will your dream retirement become a reality? The answer might not be what you think. Learn more here. BARKERFG.COM Retirement Realities
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. BARKERFG.COM www.barkerfg.com
Where there's a will there's a way. Don't leave your estate unattended—update your documents. BARKERFG.COM Critical Estate Documents
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy. BARKERFG.COM Gap Insurance for Leased Cars
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Over age 50? You may be able to catch-up on retirement. BARKERFG.COM Catch-Up Contributions
Will your dream retirement become a reality? The answer might not be what you think. Learn more here. BARKERFG.COM Retirement Realities
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. BARKERFG.COM www.barkerfg.com
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? BARKERFG.COM Retiring Wild: National Parks and You
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance BARKERFG.COM The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best? BARKERFG.COM Choosing a Mortgage
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? BARKERFG.COM Retiring Wild: National Parks and You
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance BARKERFG.COM The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best? BARKERFG.COM Choosing a Mortgage
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? BARKERFG.COM Retiring Wild: National Parks and You
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance BARKERFG.COM The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best? BARKERFG.COM Choosing a Mortgage
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? BARKERFG.COM Retiring Wild: National Parks and You
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance BARKERFG.COM The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best? BARKERFG.COM Choosing a Mortgage
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? BARKERFG.COM Retiring Wild: National Parks and You
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance BARKERFG.COM The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best? BARKERFG.COM Choosing a Mortgage
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? BARKERFG.COM Retiring Wild: National Parks and You
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance BARKERFG.COM The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best? BARKERFG.COM Choosing a Mortgage
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? BARKERFG.COM Retiring Wild: National Parks and You
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance BARKERFG.COM The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best? BARKERFG.COM Choosing a Mortgage
Worried about passing your wealth to a troubled adult child?There are strategies that can help. BARKERFG.COM When Heirs are Imperfect
Whether you realize it or not, you’ve allocated your assets. BARKERFG.COM A Decision Not Made Is Still a Decision
A #specialneeds #trust can help care for a special needs child, even after you’re gone. BARKERFG.COM When Special Care Is Needed: The Special Needs Trust

Information

Company name
Barker Financial Group, Inc.
Category
Financial and Investment Services
Est
1997

FAQs

  • What is the phone number for Barker Financial Group, Inc. in Beverly MA?
    You can reach them at: 781-743-2600. It’s best to call Barker Financial Group, Inc. during business hours.
  • What is the address for Barker Financial Group, Inc. on conant street in Beverly?
    Barker Financial Group, Inc. is located at this address: 152 Conant Street Beverly, MA 01915.
  • What are Barker Financial Group, Inc.(Beverly, MA) store hours?
    Barker Financial Group, Inc. store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

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