Testimonials

James A. Barry, Jr., CFP is Founder and Chairman of the Board of The Barry Financial Group, one of Boca Raton's oldest financial service firms. James A. Barry, Jr., CFP for 22 years offered professional advice and educated viewers on financial topics through his #1 rated television show Talk About Money. Talk About Money aired every Sunday from 11-12:00 noon on NBC WPTV Channel 5.

Special Letters

Mr. James Barry lectured to my group at a meeting this past winter. My group has attended lectures by many upscale speakers, but never have I received so many enthusiastic responses. Mr. Barry is very knowledgeable in financial planning matters and his enthusiasm was enough to activate my entire group to start taking an interest in their own personal financial planning matters.

I can happily state he is a motivational speaker who so leaves his mark that he can be listened to again and again. To quote one of my members, “I hope you can arrange to have Mr. Barry at our future meetings.”

We have a national organization and I have my winter meetings in Boca Raton, Florida an incentive for my members to visit our area on their winter vacations.

Sincerely, 

Harry Mackler
President
American Society Of Retired Dentists

Publications

• The Wall Street Journal
• The New York Times
• USA Today
• U.S. News and World Report
• Fortune
• Barron's
• Financial Planning Magazine
• Money Magazine
• South Florida Sun-Sentinel

Television

• The Oprah Winfrey Show
• CNBC
• Newsmakers
• Late Night America with Dennis Wholey
• Over 180 Radio Stations and Broadcast TV Programs

Professional Membership & Organizations

• Graduated in 1974 with the second class of the College for Financial Planning, earning the credential of CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Former Senior Vice-President with the Putnam Group
• Past Trustee of the College for Financial Planning in Denver, Colorado
• Member of the Dean's Executive Council in FAU's College of Business
• Selected as one of the nine initial Board Members/Ambassadors to The Institute of Certified Financial Planners (ICFP) Educational Foundation
• Past Adjunct Faculty member of the College for Financial Planning
• Past Senior Advisor for the CFP® curriculum at Florida Atlantic University
• Past Foundation Member of Florida Atlantic University
• Formed the Gold Coast Chapter in the State of Florida for the Financial Planning Association (FPA)
• Lifetime member of the top of the table (the life insurance industry's highest honor)
• Best selling author of three financial books

Accolades

• SIR JOHN TEMPLETON, founder Templeton Group of Funds:
  "Investors can learn a lot of good common sense from Jim Barry."
• GEORGE PUTNAM, Past Chairman and President of the Putnam Group, Past Treasurer, Harvard University, Past Governor and Member of Executive Committee, Investment Company Institute:
  "There is no one in America who better combines a thorough understanding of financial planning, with the ability to transmit this knowledge to the average busy person than Jim Barry."
• DENNIS WHOLEY, Host of "Late Night America" on PBS:
  "If your goals are saving money, managing your finances and investing for the future, Jim Barry is the top notch financial planner who can motivate you to get going and keep on track!"
• PHILIP M.CRANE, Former Member of Congress, Ways and Means Committee:
  "Jim Barry's enthusiasm for financial planning shines through his TV show. Now is the time when we all need to stand up and take charge of our own financial future, and Jim Barry provides us with the motivation to do it."
• JOHN H. DURHAM, Past Chairman of the Board of Delaware Management Company:
  "Jim Barry's books provide logical perspectives to financial planning. Jim's advice comes from years of experience and from a real professional who has put his heart and soul into the business."
• PETER D. JONES, President of Franklin Templeton Distributors, Inc.:
  "This book captures Jim Barry's years of experience qualifying him as a knowledgeable financial planner. He's a true motivator when it comes to achieving one's financial goals."
• DAVID PRATT, Board Certified Tax Attorney and CPA of Proskauer Rose LLP.:
  "Jim Barry's passion for financial and estate planning is quite evident in his new book. His conviction for recommending and implementing the appropriate strategies is second to none. In my opinion, this book provides readers with the motivation to take charge of their financial affairs. It is a must-read book for those beginning on their financial journey, as well as those who thought they had it all together."

None of the individuals listed are or were clients of James A. Barry, Jr. The testimonials highlighted are not an advertisement for investment advisory services may not be representative of the experience of other individuals and are not a guarantee of future performance or success.