Mission Statement
L.V. Berry, Inc. was founded in 1985 to provide our Clients with objective financial advice. As an independent firm, we truly work for you ... the Client. Our mission is to serve Clients by first listening to understand financial needs, goals and dreams. Then we collaborate to develop, implement and customize a fluid financial plan that adapts as life changes. Through open communication and regular meetings with Clients, we assess progress and address concerns.
At L.V. Berry, Inc., our commitment to our Clients is to utilize our knowledge, resources and experience to help them pursue their financial goals. Whether you are buying a first home, beginning a new career or transitioning to retirement, we want to be a partner who assists with making life and the paths chosen financially smoother. Our energy and efforts are focused on you … the Client, and our primary goal is your satisfaction.