By: Duane Blankenship | Category: Financial Services | Issue: October 2009
LPL Registered Principal Beverly Barry has a long-standing tradition of helping clients accumulate and retain wealth.
Beverly Barry, owner of Barry Investment Services in Tulsa, specializes in offering investment guidance and retirement income strategies. She helps clients accumulate and retain wealth through investment planning based on the use of quality investment and insurance products offered through LPL Financial, recognized as the leading independent brokerage firm in the nation.
Beverly offers investment and retirement planning for individuals, business owners and retirees. She has the liberty of recommending a wide variety of products from major investment companies: mutual funds, stocks, bonds, annuities, life insurance, long-term care, IRAs, 401(k)s, and SEP offerings. Beverly frequently shares her wide-ranging financial knowledge and insights in speaking engagements before various businesses, professional groups and churches.
As a licensed principal and investment advisor with LPL Financial, Beverly holds three securities licenses and an insurance license, including general securities, state securities, registered principal, and life and health insurance. “My investment approach is a conservative one, designed to protect my clients’ assets in virtually any type of economy. I specialize in wealth building and estate preservation, two fields in which correct decisions are vitally important,” she says.
The primary goal of Barry Investment Services is to provide excellence in service to all clients. “We build long-term relationships that are mutually beneficial and based on the highest levels of integrity, trust and service,” says Beverly. She has been a dedicated financial professional since 1986.
Beverly’s company works with a lot of clients who, for one reason or another, have changed jobs. One of her rules of thumb is: “If you’re no longer at a former employer, your 401(k) should not be there either, and you should consider a rollover.” She makes the argument that you will want control of your investment with the help of the advisor of your choosing. Most clients want emergency access to their investments if needed; plus, they want to have the final choice of how and where their funds are invested. For most, this is accomplished through a self-directed IRA.
There are rules and regulations that you should be made aware of when considering a rollover. Beverly is up-to-date on these regulations and will be able to assist you with the information you need.
Beverly’s services include financial planning, stocks, bonds, mutual funds, life insurance, brokered CDs, managed accounts, college planning, IRAs and 401(k)s.
If you would like to set up a no-cost, no-obligation consultation with Beverly Barry, call her office today.
Securities offered through LPL Financial Member FINRA/SIPC.
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.