Corporate Executives

At Barry Financial, we are a top provider of estate, business and executive planning solutions to business owners and their families. We spend time working with our clients 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. Our core values are technical competence, over-the-top service, inter-generational trust building and a devotion to client concerns.