A bridge is the means by which we travel from one place to another. It’s the connecting structure that makes the impossible, possible. Bridges are those sturdy and reliable structures that shorten distances, connect people and keep us out of harm’s way. They provide “safe crossing” and turn uncertainty into certainty. Above all, bridges are practical solutions to the sometimes risky environment in which we find ourselves.
Like a relationship, a bridge is not built overnight. It takes months, even years to create something you can depend on. Bridges that last require state-of-the-art design and experts supported by teams of specialists. An outcome that is simple, elegant, and durable is the desired result of a process that is often painstakingly complex.
We provide tax-advantaged crossings that efficiently connect you to your financial goals and allow you to preserve what matters most to you.
“They sell a product, same as other firms in their field. It’s their people and their creativity that make the difference. They know how to do things with that same product that others don’t. That is why we are a client of Barry, Evans, Josephs & Snipes.”
“We have a number of specialists on our team. And, we have a lead advisor. One of the things we like about Barry, Evans, Josephs & Snipes is their ability to play well on the team. I have to admit, discussing life insurance is not my favorite pastime, but I am aware of its benefits for me and my family. The guys at Barry, Evans, Josephs & Snipes know what it means to be a good partner, and how to work effectively with our other partners.”
"There are a lot of firms that say they do it, and it can be difficult to tell who can really ‘walk the talk.’ What we’ve learned from experience is that the team at Barry, Evans, Josephs & Snipes has deep product knowledge, great service, and responsiveness before and after the sale, and a culture that is focused on the relationship. They are there when they need to be, and they’ve earned our trust.”
“We are a multi-generational organization. They are a multi-generational organization. If you think about the business they are in, and the business we need them to be in, it helps if they can take a long term view of our situation. This group can.”