
508-232-6820
WiserAdvisor Rating:
Walpole, MA 02081

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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
Registered Financial Consultant Suffolk University, BS Government / Public Policy & Administration
Value driven through an individualized, goal-based approach with strategic life planning recommendations.
Financial Planning, Investment Management & Insurance Solutions.
100
Yes
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.
Yes, no exceptions.
Portfolio recommendations are determined through an established individual risk tolerance profile.
No
Financial planning, investment and insurance solutions.
Barry Financial Advisors was founded in the late nineties and has over 100 client relationships.
ING Financial Partners, Inc.
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.
Yes
Client relationships are only established through committed trust.
Registered Financial Consultant Investment Advisor Representative of ING Financial Advisors,Inc. Suffolk University, BS Government / Public Policy & Administration
Enhanced portfolio management with increased options on investment products through individual risk tolerence parameters.
Usually 30 to 60 days.
ING Financial Partners, Inc.
Eleven years of experience in financial advisory services.
Competitive schedule of fees is based on percentage of investment portfolio.
Twenty-five
Disciplined, value based financial advisory built through trust.
No obligation, one hour free consultation.
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