Perry Financial Group

What inspired you to start this business?

My brother Joe and I both have a drive to help people and we have found that by partnering with individuals and families to make prudent and well-calculated financial decisions, we can help those we work with to find peace and prosperity. We witnessed our father help numerous clients to live more abundantly and his example inspired us to do the same.

How does your faith shape your work?

We are Catholics first and foremost and do not let anything come before our faith. As Catholics, we believe in loving our neighbor and putting the good of others before ourselves. We never turn anyone away from having a conversation or gatekeep information that we think will be beneficial to an individual. This means we spend a lot of time having conversations folks that may not be in a position to hire a financial planner, but still need some "personal finance 101" to get themselves back on their feet. We are always happy to talk and it gives us great satisfaction knowing that we have given someone the tools to take responsibility for their financial future and be better stewards of their assets.

What's a favorite patron saint or scripture?

"There is great gain in godliness with contentment; for we brought nothing into the world and we cannot take anything out of the world; but if we have food and clothing, with these we shall be content." 1 Timothy 6:6-8 "But lay up for yourselves treasures in heaven, where neither moth nor rust consumes and where thieves do not break in and steal. For where your treasure is, there will your heart be also." Matthew 6:19-21 Registered Representatives offering securities through American Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Any other entity named herein is independent of APFS and APAI. APFS does not provide tax, legal, or accounting advice. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

What's one thing you'd like customers to know?

We offer financial planning, investment management, and tax preparation services. If you have a question that contains a dollar sign, we are the ones you can call for a transparent, easily digestible, honest answer. We will treat you like family (minus the teasing that goes on in our family!) One of the most satisfying moments in our work day is when an individual stands up at the end of a meeting and says, "I feel so much better now." Our goal is to shed light on the shadows in your financial life and put all the pieces of the puzzle together. This process can be overwhelming and confusing to go through on your own, and we think everyone should have access to a partner who can assist them along the way.