At L.V. Berry, Inc., teamwork is very important. Since our Clients are our number one priority, we strive to make their whole experience both enjoyable as well as financially beneficial.
From an actual team member answering the telephone when Clients call during the day to using the latest technology tools so Clients can access their investment accounts at their convenience, we take pride in our personalized service. Our team members note the individual preferences and developments in our Clients lives, so we can accommodate these changes when managing their investments as well as whenever we personally interact with them. We have been known to meet with Clients in their homes or meet on Saturdays with out of town Clients. We like to celebrate the fun milestones in Client's lives such as weddings, adoptions, retirement parties, etc. In addition, we also strive to be supportive and a great resource during the tougher times.
Overall, our team is committed to work together to maintain an open rapport with our Clients to provide them with the tools and assistance needed to plan well for their financial futures .