History of Barry Financial Group, Inc.

Barry Financial Group takes pride in the tradition of wealth management it has developed for over thirty years. This tradition has its roots in the second oldest money management firm in the United States - the Putnam Group. After graduating from Burdett College, James A. Barry, Jr., began his career with the Putnam Group in Boston, Massachusetts. While at Putnam he learned valuable lessons in all facets of investing and money management - asset allocation, risk management, portfolio optimization, market trends, *tax and estate planning, business succession, asset protection and retirement planning. In a short amount of time, James A. Barry, Jr. rose to the position of Senior Vice President of the Putnam Group. Then, in 1974, he graduated with the second class of the College for Financial Planning, earning the designation as a CERTIFIED FINANCIAL PLANNER™ professional.

In 1975, James A. Barry, Jr., CFP^®, decided his talents would be put to better use if he started his own investment and wealth management firm. Later that year he formed Barry Financial Group, Inc. Barry Financial Group is one of south Florida's oldest independent wealth management firms. Over time, several affiliates of Barry Financial Group have been formed. Rosebud Productions, Inc. was created to handle the production of the firm's weekly program, Talk About Money^®and previously televised Jim Barry's Financial Success .

In 2004, James A. Barry, Jr., CFP^® , decided to drop Jim Barry's Financial Success to focus his attention on Talk About Money. In order to widen its viewer ship, Talk About Money moved from the local FOX network to NBC WPTV Channel-5. The live, viewer participation TV show still focuses on motivating people to get off dead center and take control of their financial future.

Today, Barry Financial Group is a leader in wealth management and financial planning. Barry Financial Group's team of CERTIFIED FINANCIAL PLANNER™ practitioners and other qualified representatives have assisted scores of families and businesses to help them achieve a common goal of financial freedom. We are dedicated to working towards eliminating and mitigating excessive and unnecessary taxes that could possibly cause hardships for their heirs in the future plan of their estate. We strive to provide our clients with the comfort of knowing that we are here to help them reach reasonable retirement goals. Over our years of service, Barry Financial Group has proudly and diligently nurtured a tradition of wealth management.

Footnote:
CFP^® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing requirements

* Please read the tax & investment disclaimer accessible on the home page