L.V. Berry, Inc. was founded in 1985, so our Clients could receive objective financial advice. As an independent firm, we do not represent proprietary products so we can truly work for you...the Client.
Our financial partners include a wide variety of Insurance Companies, Mutual Fund Families, National Banks, etc. We select these partners based on credit quality, historical performance, reputation, manager longevity and numerous other criteria. Then we monitor these criteria continuously and adjust both financial partners and portfolio allocations when needed.
Our mission is to get to know you and understand your needs, wants and long-term goals. We want to help you develop, implement and monitor a customized financial plan that is independently designed to address your situation.
We understand many of the economic challenges facing people today. In addition, we know that financial plans must be fluid to accommodate life changes as well as a dynamic and global economy.
At L.V. Berry, Inc., our commitment to our Clients is to utilize our knowledge, resources and experience to help you pursue your financial goals. Our belief is that open communication and regular meetings with Clients help facilitate effective and up to date financial plans. Whether you are planning to adopt, begin a new career or transition to retirement, we want to be a resourceful partner who assists with making your life and the paths you choose financially smoother. Our energy and efforts are focused on you, the client, and our primary goal is your satisfaction.