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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. Proactive Reviews 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. 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. 
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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] |
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