Kelly I’ve had an excellent experience working with Barry! Communication is always clear and timely, making it easy to stay informed and confident in my financial goals & decisions. Barry always takes time to explain strategies in a way that’s easy to understand, providing education- not just advice. Everything is personalized and well-researched, and his credibility is evident in every interaction. Overall, Barry is an excellent guide for your financial roadmap at any stage of life!
5 /5