| Client Services |
We strive to understand and deliver the quality of client service that affluent families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unerring commitment to personal attention, responsiveness and professionalism.
Our telephone and in-person meetings are a consistent, dependable way to review your progress. We guide you in the implementation of your financial plan and present investment recommendations for your approval. Most of your decision-making tasks will be confined to the regularly scheduled reviews. Of course, clients are encouraged to contact us whenever they have questions.
Quarterly Insights & Overviews
This Quarterly Insight & Overview is limited to the dissemination of general information pertaining to Joseph Barry Co.’s investment advisory services and general economic market conditions. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors.
About Fidelity Investments
Joseph Barry Co., LLC utilizes the services of Fidelity Investments for the custody of your securities and for trading and record keeping. Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind--impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
Fidelity Investments is an independent company, unaffiliated with Joseph Barry Co., LLC. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied in the Joseph Barry Co., LLC site and does not guarantee or assume any responsibility for its content.
Fidelity Investments is a registered service mark of FMR LLC. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. [577365.1.0]
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade, Joseph Barry Co., LLC and the other entities named on this site are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.