Berry Financial Group
Financial Advising
Why pick this one
Berry Financial Group has served pre-retirees and retirees since 1987, with offices in Dillon, Myrtle Beach, and Leland.
Best for
- pre-retirees seeking retirement income strategies
- retirees seeking safer investment strategies
- clients planning Social Security claiming decisions
- clients comparing Medicare supplement coverage
- families planning long-term care costs
- clients seeking estate, legacy, or life insurance planning
- clients seeking retirement tax planning
Look elsewhere if
- clients seeking services unrelated to retirement, insurance, estate, tax, or income planning
Specialties
- retirement income planning
- Medicare supplement insurance
- life insurance planning
- long-term care planning
- estate planning
- Social Security analysis
- tax planning
- legacy planning
- asset management
Certifications
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Certified Long Term Care (CLTC)
What makes them different
- Founded in 1987
- Three office locations in Dillon and Myrtle Beach, South Carolina, and Leland, North Carolina
- 18 Berry Financial Group team members serving more than 3,000 clients
- Independent financial services company
- Free, no-obligation consultations with Richard Berry or Reid Mathews
- Response time
- A team member will contact the requester within one business day to schedule a free, no-obligation consultation.
- Years in business
- 39
- Serves
- Dillon, Myrtle Beach, Leland, Wilmington, Southport
Distilled from this business's own website.
Contact & Location
- Address
- 4617 Main St, Shallotte, NC 28470-4453
- Phone
- +18887746181
- Website
- https://www.berryfg.com
- service@berryfg.com
Services
- income planning
- asset management
- Medicare supplements
- life insurance
- retirement strategies
- long-term care
- estate planning
- Social Security analysis
- tax services