We offer two distinct but complementary services; Financial Planning and Investment Management. Some of our clients work with us in one area exclusively, but many utilize our services in both areas for seamless, comprehensive, independent financial planning. As Independent Financial Advisers, our business has no links or ties to any one product provider. We can provide access to Life Insurance, Annuities, Pensions or Investment products from across the whole marketplace. This means we can choose from over 30,000 financial products to provide the best for your particular situation. Code Of Ethics
What makes us special
Our clients have the right to expect a lot - honesty, professionalism, innovation and value for money. We've built our business on delivering much more. We go out of our way to ensure that clients get continuity, choice and, above all else, have the peace of mind that they are in safe hands. The only thing that comes as standard is our high quality old-fashioned service; everything else is tailored to each client's needs.
You need someone looking at the whole picture
Managing the future of your finances is often a daunting task. We work with Management Consultants, *Attorneys and *CPAs (please see disclaimer) to assist in the continuity of financial planning and investment management. Collaborating with others helps us offer our clients a diverse and well-rounded experience. Your financial plan will consider your entire financial circumstances including investments, pensions and life insurance together with your income and tax position. Having discussed with you your objectives and attitude to risk, we will make recommendations about how to structure your affairs in the most efficient manner.
Why Choose Life Insurance?
Having a baby
Buying a house
Leaving an inheritance
How much do you need?
Life insurance is designed to help those that you care about the most. If you have a spouse, kids or aging parents who depend on you, life insurance is essential to help cover their needs.
Bury Barbier is a Representative of and offers securities through INFINEX INVESTMENTS, INC., Member FINRA, SIPC, and an Investment Advisor Representative of INFINEX INVESTMENTS, INC. - (800) 218-2827 - 538 Preston Avenue, Meriden, CT 06450. Integral Capital Management, Inc. and INFINEX INVESTMENTS, INC. are affiliated entities.
Securities Offered through INFINEX INVESTMENTS, INC. Member *FINRA & SIPC, 538 Preston Avenue, Meriden, CT 06450 - (800) 218-2827. Integral Capital Management and INFINEX INVESTMENTS, INC. are not affiliated entities.
The information provided by the services and programs within this web site does not constitute a representation on the part of Bury Barbier and/or Integral Capital Management and/or INFINEX INVESTMENTS, INC. Please consult your Legal or Tax Advisor before acting upon any information presented herein.
The web site is not intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security or insurance product, nor shall any security or insurance product be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under securities law of said jurisdiction. Registered Representatives may only conduct business with residents of the states for which they are registered. Please contact your INFINEX INVESTMENTS, INC. representative to request a prospectus. Investing involves risk, including the possibility of loss of principal. Please read the prospectus carefully before you invest.