Investment Options Available

Beverly Barry began her career in the investments industry 22 years ago

Beverly Barry began her career in the investments industry 22 years ago. In 1995, she became an independent with the establishment of Barry Investment Services, specializing in investment and retirement services. As a registered principal and investment advisor representative with LPL Financial – recognized as the nation’s leading independent brokerage firm (as reported by Financial Planning Magazine, June 1996-2009, based on total revenues) – Beverly currently holds three securities registrations, plus an insurance license.      

With a keen knowledge of finances and the personal insight she has gained in her profession, Beverly Barry enjoys the many opportunities she has to share her knowledge with others, speaking to businesses, professional groups and churches. Anyone interested in visiting with Beverly about investment and income planning strategies may request a complimentary consultation with her.

Beverly describes her investment approach as conservative. “I strive to help design a plan that will protect clients’ assets. It is vitally important to offer sound advice when specializing in wealth building and estate preservation.”

Barry Investment Services counsels individuals, business owners and retirees, and may recommend any of a variety of products. Through the association with LPL Financial, Beverly’s firm is able to recommend product offerings from major investment companies, including mutual funds, stocks, bonds, annuities, life insurance, long-term care, IRAs, and 401(k) and SEP plans. Other services include brokered CDs, managed accounts and college planning. The personal goal of Beverly Barry is to provide service excellence to all clients while building long-term relationships that will be mutually beneficial, with a strong emphasis on attaining the highest level of trust, integrity and service.

“One year ago, the whole financial system seemed to seize up, tipping our sluggish economy into recession and markets into a tailspin,” says Beverly. “It’s taken a year, but growth has returned.” Beverly says that in the past few months we have seen almost universal signs of growth, with a rise in manufacturing output, retail sales, home sales, business spending, IPOs (initial public offerings), and merger and acquisition activity. “But recovery is incomplete without a turnaround in employment,” she adds.  

Job losses have slowed to one-third the pace of the months around the start of 2009, when the effects of the financial crisis were most severe, but they have yet to turn positive. “Though it is a lagging economic indicator, a turnaround in employment is essential to sustaining the recovery,” says Beverly. Despite a rise in the unemployment rate to 10 percent, she expects job growth will turn positive around the start of 2010.

An article prepared by Standard & Poor’s indicated that rollover IRAs offer a wide range of benefits, as compared with employer-sponsored retirement accounts. A rollover IRA can provide a broader range of investment choices and greater flexibility for distribution planning. Some of the benefits include simplified investment management, more freedom of choice and control, more flexible distribution provisions, and valuable estate planning features. Beverly would be delighted to schedule a complimentary consultation to give you a first-hand look at some of the options available to you if you are considering a rollover IRA.

Beverly believes the next 12 months will bring new challenges, but she sees the economy and markets as having established a solid footing. She looks forward to more signs of recovery in the coming months and would welcome the opportunity to visit with you.

For more information, contact

Barry Investment Services

4815 S. Harvard, Ste. 205

(918) 747-2666

eat1@eau1eav1eaw1
Securities offered through LPL
Financial. Member FINRA/SIPC.