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Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm.

Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

 

Dec 2, 2019

Winston Churchill famously said, “We make a living by what we get, we make a life by what we give.”

In this podcast that originally aired in December of 2018, Pat Barry sat down with Liz Garvey, CFP®, and John Vasconcellos, President of the Community Foundation of Southeastern Massachusetts, to discuss the basics of strategic philanthropy.

If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdvisors.com

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