Meet Mike Barry : Barry Financial LLC | Walpole, MA

Meet Mike Barry

Photo of Michael F. Barry

Michael F. Barry

CLU®, ChFC®, MSFS

CA Insurance License #0747797

Mike Barry is principal and founder of Barry Financial, LLC, specializing in business planning, retirement planning and wealth strategies. Mike specializes in addressing planning issues faced by family-owned businesses and retirement planning and wealth strategies for corporate executives.

Mike is a member of NAIFA, the Association of Advanced Life Underwriters (AALU) and a Life Member of the Million Dollar Round Table (MDRT). He has over 35 years of experience in the financial services industry.

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Photo of Mary Ellis Barry

Mary Ellis Barry

 

As our office manager, Mary brings over 24 years of experience in the insurance industry to Barry Financial. Before joining Barry Financial, she was a brokerage representative at several large insurance companies, specializing in the group insurance marketplace.

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Photo of Michael F. Barry

Michael F. Barry

CLU®, ChFC®, MSFS

CA Insurance License #0747797

Mike Barry is principal and founder of Barry Financial, LLC, specializing in business planning, retirement planning and wealth strategies. Mike specializes in addressing planning issues faced by family-owned businesses and retirement planning and wealth strategies for corporate executives.

Mike is a member of NAIFA, the Association of Advanced Life Underwriters (AALU) and a Life Member of the Million Dollar Round Table (MDRT). He has over 35 years of experience in the financial services industry.

Job Description

Providing creative solutions to complex compensation and financial situations. Support services from The Nautilus Group, a specialized resource staffed by professionals with backgrounds in law, accounting and finance. Mike is an Investment Advisor Representative (IAR) for Eagle Strategies, LLC, specializing in tailor-made financial plans and wealth strategies services.

Professional Designations

Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and a Masters in Financial Services (MSFS).

Company Background

We opened our doors in 1981 and today we are licensed in 12 states providing access to professional money managers and a full complement of life insurance products. For executives, we provide retirement plans, stock option strategies, investment management and wealth accumulation. For business owners, we provide business succession plans, executive benefits, buy/sell funding, deferred compensation plans and key person insurance.

Personal Background

Mike graduated from Xaverian Brothers High School (1971) and Michigan State University (1976). He received his Masters of Financial Services from The American College (1996). Mike's hobbies includes skiing, golf and traveling. He is married with 3 children and makes him home in Walpole, Massachusetts.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Photo of Mary Ellis Barry

Mary Ellis Barry

 

As our office manager, Mary brings over 24 years of experience in the insurance industry to Barry Financial. Before joining Barry Financial, she was a brokerage representative at several large insurance companies, specializing in the group insurance marketplace.

Job Qualifications

Mary has a bachelor's degree in Journalism from Drake University, Des Moines, Iowa.

Personal Background

Mary was born in Boston and grew up in Winchester, MA, moving to New Jersey and Kansas City, MO before settling back in Boston. She is married with three children and resides in Walpole, MA.