Client Service

Advisers Giving Back: The Barry Family

John Barry says giving back has always been important to his firm and his family, though the means of doing so have shifted over the years, from coaching youth sports to mentoring the first-ever rising class of female Eagle Scouts.

Best Candidates for Annuities

Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best.

Advisers Giving Back: Winfred Boyce Jr.

Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airmen’s Atlanta Chapter runs deep and reflects his commitment to giving back.