Barry Financial, LLC – “ A Top Financial Services Firm”
We are a top provider of estate, business and executive planning solutions to high net worth executives, business owners and their families. We spend time working with our clients and their families to get to know each unique situation. We then take the time to interview the client’s advisors to get answers to questions raised during the client interview and gain a sense of the advisor relationship. Finally we research and analyze all client documents so we can give a clear assessment of the client’s current position. Barry Financial, LLC is one of the foremost providers of life insurance underwriting in Massachusetts including “hard to place” cases. We are a top provider of private wealth management* services. We strive to provide “concierge” style service for our clients. Our core values are technical competence, over-the-top service, inter-generational trust building and a devotion to client concerns.
Client Profile
Our clients are closely held business owners and their families with significant net worth located in 14 states. Also, our clients are CEO’s and other highly paid executives with significant equity positions in their companies. Our clients typically prioritize reduction of estate tax and income tax, coordination of executive benefits, and business continuity strategies as main objectives for themselves and their families. Our clients are predisposed to working with and valuing the services provided by professionals. Our clients value the advice given to them by the professionals they hire in the areas of law, accounting and financial services.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Michael Barry and Rosemarie Crawford, CLTC are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, NY, FL, RI, ME, CT, TX, CO and VA. Michael Barry-CA (Ins. Lic. # 0747797). No insurance business may be conducted outside these states referenced.
**Michael Barry and Rosemarie Crawford, CLTC, are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer and licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of MA, NY, FL, RI, NH. No offers may be made or accepted from any resident outside the specific states referenced.
Barry Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.
*Michael Barry is also separately registered as investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser offering advisory services in the states of MA, NY, FL, RI, NH, ME, CT, CA, TX, CO, VA, MD. As such, these services are strictly intended for individuals residing in these states.
Neither Barry Financial, its employees nor New York Life Insurance Company or its affiliates offer tax, legal or accounting advice.
Michael Barry and Rosemarie Crawford, CLTC are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
