Berry Financial Group

At Berry Financial Group, we believe in empowering individuals to achieve financial peace of mind. Our journey began in 1987, when our founder, Richard A. Berry, set out to help pre-retirees and retirees navigate the complex world of financial planning. Since then, we've been dedicated to building lasting relationships and providing tailored financial solutions to our clients.

Our team is led by Richard Berry, a seasoned financial professional with a Chartered Financial Consultant's Degree (ChFC), a Chartered Life Underwriter's Degree (CLU), and a Certified Long Term Care (CLTC) designation. Richard's extensive experience and commitment to excellence have earned him numerous accolades, including being nominated as 2007 Advisor of the Year by Senior Market Advisor (SMA) magazine and receiving the Noble Achievement Award by American Equity in 2014.

Our Services

At Berry Financial Group, we understand that every client has unique financial goals and challenges. That's why we offer a wide range of services designed to help you protect and preserve your assets, increase your retirement income, and reduce your taxes. Our services include:

• Income Planning: We help you create a sustainable income stream for your retirement years, ensuring that you have the financial freedom to enjoy the life you've always wanted.
• Asset Management: Our team works closely with you to develop a personalized asset management strategy, designed to grow and protect your wealth over time.
• Medicare Supplements: We provide guidance on navigating the complex world of Medicare, helping you find the right supplements to meet your healthcare needs and budget.
• Legacy and Life Insurance Planning: We help you create a legacy for your loved ones by providing life insurance solutions that fit your needs and budget.
• Retirement Strategies: Our team helps you develop a comprehensive retirement strategy, tailored to your unique goals and aspirations.
• Long Term Care: We assist you in planning for the possibility of an extended illness or frailty, ensuring that you have the resources you need to maintain your independence and quality of life.
• Estate Planning: Our team works with you to create an estate plan that reflects your values and ensures the smooth transfer of your assets to your loved ones.
• Tax Services: We provide expert guidance on minimizing your tax liability, helping you keep more of your hard-earned money.

Our Philosophy

At Berry Financial Group, we believe that excellence in service is achieved by focusing on one thing: building relationships. We treat every client as a member of our family, working diligently to earn your trust and confidence. We believe that financial planning should be a collaborative process, where you are empowered to make informed decisions about your financial future.

Our Mission

Our mission at Berry Financial Group is to provide peace of mind by helping pre-retirees and retirees worry less about money. We are committed to delivering exceptional service, tailored to meet the unique needs and goals of each client. Through our commitment to excellence and our dedication to building lasting relationships, we strive to be the trusted financial advisor for individuals seeking a more confident financial future.