Barry Financial

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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23 Years

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(508) 660-2098Call Visit WebsiteVisit Website Map & DirectionsDirections944 Main St # BWalpole, MA 02081 Write a ReviewWrite Review

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Barry Financial

Tax Planning
Separately Managed Accounts (“SMAs“) are a type of professionally managed investment accounts that invest in individual securities on a discretionary basis and provide clients with the flexibility of restricting the holdings of certain securities and tactically utilizing gains and losses for tax planning purposes. We will leverage Eagle’s robust offering of nonproprietary SMA strategies available through third-party money managers to either custom design a holistic investment portfolio or utilize individual strategies to address your specific allocation needs.

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Places Near Walpole with Investment Advisory Service

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Wrentham (11 miles)
Stoughton (13 miles)
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Mansfield (13 miles)
Franklin (14 miles)

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Email

BBB Rating

Extra Phones

Fax: (508) 660-9015

TollFree: (800) 598-2019

AKA

Barry, Michael

Other Links

https://www.barryfinancial.com

http://barryfinancial.com

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (508) 660-2098

Address: 944 Main St # B, Walpole, MA 02081

Website: https://www.barryfinancial.com

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Barry Financial

Tax Planning
Separately Managed Accounts (“SMAs“) are a type of professionally managed investment accounts that invest in individual securities on a discretionary basis and provide clients with the flexibility of restricting the holdings of certain securities and tactically utilizing gains and losses for tax planning purposes. We will leverage Eagle’s robust offering of nonproprietary SMA strategies available through third-party money managers to either custom design a holistic investment portfolio or utilize individual strategies to address your specific allocation needs.
Charitable Giving
®, a service of New York Life Insurance Company, Mike Barry works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate. Learn More
Estate Taxes
Tax Services
Income Tax
Tax Deferral
An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump sum into a guaranteed stream of income payments. Deferred annuities offer the advantage of tax deferral and can be used to accumulate money for retirement. Income annuities are used to generate a stream of income payments that are guaranteed to last for as long as you need them to—even for the rest of your life.*

Investment Management
We opened our doors in 1981 and today we are licensed in 12 states providing access to professional money managers and a full complement of life insurance products. For executives, we provide retirement plans, stock option strategies, investment management and wealth accumulation. For business owners, we provide business succession plans, executive benefits, buy/sell funding, deferred compensation plans and key person insurance.
Mutual Funds
The mutual funds and variable insurance products that may be referred to on this site or on the New York Life Insurance Company corporate site may be offered or sold only to persons in the United States. New York Life is licensed to sell insurance in all 50 states. Please be sure to verify the individual agent's state insurance licensing information on this site.
Wealth Management
Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address their clients’ unique investment objectives and risk tolerance levels. The breadth of investment knowledge of our Financial Advisors, coupled with the support of Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

Accounting Services

Financial Planning
Every successful journey starts with a roadmap. You have dreams for yourself, your family, and perhaps a family business. Whether your focus is on protection planning, preparing for retirement, funding higher education, caring for aging parents or a special needs child, transitioning a business, or creating a legacy for your heirs or the charitable causes you care about—a solid plan is the first step in any financial endeavor. Through Eagle Strategies LLC, we provide personalized financial planning services that take our clients’ overall financial circumstances into consideration. We employ a simple yet effective multi-step planning process to design and deliver a plan based on our clients’ needs and personal preferences. We work diligently with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan. Eagle Strategies also regularly assesses the performance of each financial plan and makes adjustments as needed---providing a truly personalized and nimble approach to financial planning.
Retirement Planning
® is an exclusive resource and service of New York Life Insurance Company accessible to Member Agents working with affluent, high-net-worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance, and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Annuities
Mike Barry and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.
Long Term Care
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.
Asset Management
Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.
Asset Protection
There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

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