John Barry
 508-232-6820

WiserAdvisor Rating:

1510 Washington Street
Walpole, MA 02081
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  • Description
  • Quick Facts
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  • FAQs
  • Rating
Barry Financial Advisors is focused on providing goal-based financial services and insurance solutions to government employees and their families at the muncipal, state and federal levels.We are committed to empowering our clients to understand the opportunities and potential rewards that are available when they take a proactive approach to their personal financial situation.John Barry, RFC has over ten years experience in the financial services industry coupled with a twenty-nine year career as a municipal employee he relates to the financial challenges government employees face in providing for their families.

Gender:    Male
CRD#:    4510257
Name of Broker/Dealer:    ING Financial Partners
Name of Custodial Firm:    Pershing LLC
States Licensed in:    MA,RI,NH,FL,ME,TN
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    8
I work with the following types of clients:    Businesses , Non-Profit Organizations , Individual Investors

Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC)
Securities Licenses:    Series 66 , Series 7
Insurance and Annuity Licenses:    Accident , Annuity , Life , Long Term Care , Variable Annuity , Variable Life , Disability
Financial Organization Memberships:    Society of Financial Services Professionals
Q.
What are your qualifications? What is your education background?

Registered Financial Consultant Suffolk University, BS Government / Public Policy & Administration

Q.
What is your approach to financial planning?

Value driven through an individualized, goal-based approach with strategic life planning recommendations.

Q.
What services do you offer?

Financial Planning, Investment Management & Insurance Solutions.

Q.
How many clients do you currently manage?

100

Q.
Will you be the only person working with me?

Yes

Q.
How are you compensated? How will I pay for your services?

Fee based financial planning with one-half the fee required at contract signing and one-half the fee due at financial plan delivery. If not completely satisfied the fee is reimbursed.

Q.
If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Yes, no exceptions.

Q.
How much risk should I be willing to take?

Portfolio recommendations are determined through an established individual risk tolerance profile.

Q.
Have you ever been charged with any breaches?

No

Q.
What services do you provide? What are your specialties?

Financial planning, investment and insurance solutions.

Q.
What is your experience? How many clients do you currently manage?

Barry Financial Advisors was founded in the late nineties and has over 100 client relationships.

Q.
What financial institution(s) do you represent?

ING Financial Partners, Inc.

Q.
How do you charge for your services?

Hybrid practice model through advisory service fees on assets of $50,000 or more, and commission on direct investment products of $50,000 or less.

Q.
Do you provide a free initial consultation?

Yes

Q.
Why should I choose you as my financial advisor?

Client relationships are only established through committed trust.

Q.
What are your qualifications?

Registered Financial Consultant Investment Advisor Representative of ING Financial Advisors,Inc. Suffolk University, BS Government / Public Policy & Administration

Q.
What is your approach to 401 K plan rollovers?

Enhanced portfolio management with increased options on investment products through individual risk tolerence parameters.

Q.
How long does the process of rolling over a 401K plan usually take?

Usually 30 to 60 days.

Q.
What financial institutions do you represent?

ING Financial Partners, Inc.

Q.
How many years of experience do you have?

Eleven years of experience in financial advisory services.

Q.
What are your fees for this service?

Competitive schedule of fees is based on percentage of investment portfolio.

Q.
How many 401K rollover clients do you currently manage?

Twenty-five

Q.
Why should I roll over my 401K plan to your firm?

Disciplined, value based financial advisory built through trust.

Q.
Do you provide a free initial consultation?

No obligation, one hour free consultation.

Fee Based
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  • » Fee Based
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  • No Commission only advisors on WiserAdvisor
Background Checks
  • » Must be Registered with SEC/FINRA or State*
  • » Clean Five (5) Year History on FINRA or SEC*
Years of Experience
  • » At least Two (2) Years of Experience in the Financial Services Industry
  • *WiserAdvisor reserves the right to deny entry or remove members at any time due to past or current disclosures

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