Best Financial Advisors in New Bedford, MA

“I highly recommend them and especially Joe Forte as his level of customer service, knowledge, expertise, follow up, professionalism, time invested, hard work, assistance, efforts and quickness are top-notch and above reproach.”

“From our phone call to Scott to set up our meeting to entering the door and being greeted by Carlos Paiva - they truly make us feel valued and appreciated.”

“Clearing services are provided on a fully disclosed basis through a tri-party clearing relationship with Monarch Capital Group, LLC and Pershing, LLC, a BNY Mellon Company.”

“The Barry Experience At Barry Investment Advisors, we live by the Golden Rule… squared. We treat you the way that you want to be treated. Not the way we want to be treated, and not the way that other clients want to be treated. Have a question on you...”

“2. Current eStatements will not convert to our new system. Customers are asked to please download and save or print eStatement history before Friday, January 25, 2019 (especially for tax purposes). Once the system has been converted, eStatements will...”

“Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.”

“I was in a panic when I received a letter from the IRS regarding my previously reported crypto trades and a 1099-K they received from Coinbase.”

“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”

“His genuine concern for my well-being, his willingness to understand my needs, and his dedication to providing the best possible financial solutions have made him an invaluable resource”

“He is very knowledgeable about the intricacies of creating a financial plan and made the process interesting and easy and I was very satisfied with the outcome.”

“Highly recommend”

“Great investor, excellent communication, I wouldn't trust my money with anyone else.”

“I have had experience working at Morgan Stanley and I have been impressed with the care knowledge and commitment Ray and Pete and their support staff have shown their clients.”