JAMES BARKLEY
Investment Advisor Representative
jim.barkely1209@gmail.com
770-519-0269
35 North Main Street, Jasper GA 30143
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I was once in ministry and then became a middle school basketball coach and then decided to give accounting a try. I also have extensive accounting experience working as a staff accountant, credit manager, and controller for many years and have served many accounting clients in my practice. Since 1979, I have been providing my clients with tax returns as an individual practitioner as well as guidance and valuable financial solutions to meet the needs of clients at various stages of life. I founded Barkley Financial Group, Inc in 1986 and obtained my 65 license and serve as a Registered Investment Advisor.
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I am an avid Yankees, Falcons and Wisconsin Badgers fan. I love to travel to see the sights, especially Las Vegas and the Bahamas.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
