Barry Herring is a seasoned financial services professional with over 25 years of experience dedicated to growing and protecting client assets. As the Owner of his firm, Barry leverages his extensive background, having collaborated with some of the largest financial institutions in the United States,...
Barry Herring is a seasoned financial services professional with over 25 years of experience dedicated to growing and protecting client assets. As the Owner of his firm, Barry leverages his extensive background, having collaborated with some of the largest financial institutions in the United States, including Merrill Lynch, Bank of America, and Morgan Stanley. His expertise spans a wide range of financial services, focusing on government incentives for business owners, retirement planning, and employee benefits.
One of Barry's key projects involves advocating for the underutilized research and experimentation tax credit, which only 5% of eligible businesses currently apply for. This initiative not only highlights his commitment to empowering business owners but also underscores his ability to navigate complex financial landscapes to maximize client benefits. Barry is passionate about educating clients on the importance of taking advantage of available incentives, which can significantly enhance their financial stability and growth potential.
In addition to his technical skills in financial planning and management, Barry excels in team building and sales, fostering a collaborative environment that prioritizes client success. His holistic approach to financial services ensures that clients receive tailored strategies that align with their unique goals. With a keen understanding of fixed annuities and retirement solutions, Barry is well-equipped to guide clients through the intricacies of financial planning, ultimately helping them secure a prosperous future. Whether working with individuals or businesses, Barry Herring remains committed to delivering exceptional service and insightful financial strategies that stand the test of time.
