Barak Financial Group
Barak Financial Group

Barak Financial Group

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds in about 4 hours

Introduction: My mission as a Financial Advisor is to help you identify your current financial picture with your future financial goals. I provide innovative solutions using world-class insurance services and products. Through this, I develop enduring relationships with my clients. Whether you are concerned for your own financial needs or those of your family or business, I will work to understand your financial dreams and goals so I can help provide the right solutions and products at the right time. Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to help achieve your goals tomorrow. When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As we work together, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future. Let me help you ensure your financial future is all you want it to be.
Overview

Hired 5 times

Serves Orlando, FL

Background checked

2 employees

6 years in business

Featured Projects

2 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

12 reviews

5
92%
4
8%
3
0%
2
0%
1
0%

Read reviews that mention:


pro avatar
Erica B.
Jan 24, 2020
·

Hired on Thumbtack

Hired on Thumbtack

Danielle really took the time to understand my financial goals and took the time to educate me on many areas I had been unsure of. I appreciate the thoroughness, and really feel like she helped design a unique plan that fits my needs.
Personal Financial Planning
pro avatar
Trevor B.
Mar 4, 2020
·

Hired on Thumbtack

Hired on Thumbtack

Danielle is very professional and responsive. Thank you for getting back to me so quickly and answering all my questions
Personal Financial Planning
pro avatar
Christie c.
Apr 11, 2019
Financial planning has been something I have put on the back burner for far too long. Meeting with Danielle not only put my mind at ease, it gave me valuable insight into options that will maximize my return on investment. We explored multiple avenues and her sole focus was on my unique situation and how she could best assist me in reaching my current and future goals. She truly is an expert in her field.
pro avatar
Amy E.
Apr 1, 2019
Danielle has been extremely helpful and honest. She has helped us see a bigger financial picture, manage our short and long term financial goals, AND helped us devise a manageable plan to attain our goals. She is very down to earth and easy to talk to. She encourages questions and has a very understandable way of explaining the answers. I felt extremely comfortable calling her to ask any questions. She is also very respectful of your time and works with our busy family schedule. I HIGHLY recommend giving Danielle an opportunity to help set a financial plan in motion.
Barak Financial Group's reply
Thank you Amy! I enjoy working with you and your family!
pro avatar
Rebecca D.
Mar 16, 2019
Danielle's professionalism and knowlege made my husband and I feel confident and comfortable with our life insurance and financial choices. She helped guide us through the process with patience and expertise. Danielle continues to check in with my husband and I two years later with suggestions to ensure we are happy and that our current options are still serving us. She consistently goes above and beyond. Thank you Danielle!
Credentials
Background Check

Danielle Barak

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I don't do fee based planning. Let's sit down and talk about your plan.

  • What is your typical process for working with a new customer?

    The first meeting will be a get-to-know you session. I will ask questions to understand your goals and dreams and what steps you have already taken towards financial security. Afterwards, we will get together again in the next week and I will present you with a road map and ideas to show you where you stand, where you want to go, and how to enhance your plan.

  • What education and/or training do you have that relates to your work?

    I have my masters in business management (MSM). I am 2-15 licensed (insurance) and I have my 6 & 63 (investment license). I am also working on my CLTC (a designation in long term care insurance).

Not what you’re looking for?

No problem: we have pros for every job.