By: Duane Blankenship | Category: Financial Services | Issue: June 2009
Beverly Barry, LPL registered principal, and office manager Kristi Alexander provide the highest levels of integrity, trust and service at Barry Investment Services.
Beverly Barry has been in investment services since 1987, and she opened her own company, Barry Investment Services, in 1995. Beverly has built her business on long-term relationships with clients and the highest levels of integrity, trust and service. If a relationship of this magnitude appeals to you, she invites you to call for a personal appointment. There is no charge for a consultation or portfolio review at Barry Investment Services.
Clients are offered a variety of financial services, including retirement planning, investment portfolio analysis, managed asset plans, estate planning, mutual funds, and variable and fixed annuities. “My clients appreciate my dedication to service and the personal attention each has come to expect from me,” says Beverly.
Many people encounter the need to transfer their 401(k) from a previous employer, and they have no idea how or where to go to roll over their investments. Others would simply like to get a second opinion on what should be done with their investments or savings funds in the current market. “In recent weeks, the financial markets have started to rebound from the lows hit this winter,” says Beverly. “Although there is still a long road to full recovery, there are signs that the market is progressing.”
Barry Investment Services allows freedom of choice for those who are making financial decisions. The business offers professional assessments of how to best fit investment products to individual risk tolerance and timelines. “We provide clients with quarterly or annual reviews and personal one-on-one consulting. Clients and their guests are invited to our workshops over lunch or dinner at a nice restaurant several times each year,” says Beverly. Each group is limited to 20 participants, so that no one feels intimidated and all may freely ask questions.
Committed to placing quality service and objective advice first, Beverly offers plans for designing investment strategies to help clients meet their retirement goals. She keeps clients informed of how their investments are performing and suggests adjustments if needed. She also provides professional fee-based portfolio management and suggests ways to preserve one’s wealth from generation to generation.
It’s no secret that the investment climate has never been more exciting or more challenging than it is today. “To take advantage of all available opportunities, investors need two things – an understanding of which investment products are most appropriate for individual situations, and a relationship with a trustworthy representative who has a clear understanding of their personal needs,” says Beverly. By keeping client objectives in clear focus, staying in contact throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, Barry Investment Services maintains a constant commitment to outstanding service.
Barry Investment Services is a full-service brokerage firm offering variable annuities, CDs, mutual funds, real estate investment trusts (REITs), and long-term care insurance. Simply put, they take great care of their clients and see them on a regular basis – no one ever feels forgotten or neglected. Call Beverly Barry to help make sense of today’s investment climate. And remember, the consultation is free.
Blankenship graduated from the University of Oklahoma and has enjoyed a lifetime career in advertising. He started his own advertising business in 1993 and enjoys creating graphic art and writing. Hobbies include hunting, fishing and pencil drawings. Duane and his wife, Janice, have been married over 50 years and are active in their church and community. He has been a contributing writer for Value News/Values Magazine since 2005.