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The Berry Group Takes Advantage of New RIA Channel

InvestmentNews, a highly respected publication for financial professionals, featured The Berry Group in their daily news coverage on our official "independence day" (September 19, 2019). Now, as an RIA (that means we are now an SEC Registered Investment Advisor), The Berry Group will have even more ability to provide clients expanded access to investment solutions and newer technology. This will improve how it helps clients reach financial goals. We feel this evolution of our business allows us to best serve our clients today and we look forward to serving our clients across the country and the entire Worcester community as an independent wealth management firm. We would like to credit the partnership of TradePMR and First Clearing and thank them for providing a painless transition for clients.

Read the InvestmentNews article here:

The Berry Group Takes Advantage of New RIA Channel